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Tandems Launches Hamilton, New Assistant Built Directly Into Its AI-Native WealthOS

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Tandems Launches Hamilton, New Assistant Built Directly Into Its AI-Native WealthOS

Tandems, an AI-native wealth operating system for financial advisors, announced the launch of Hamilton, a new AI assistant that can handle up to 80% of a financial advisor’s daily tasks. Hamilton plugs natively into the majority of core systems that its customers use across banking and wealth, unlocks dozens of tools Tandems has custom-built for advisors, and runs on proprietary verticalized AI built on a multi-model architecture. Its Model Harness Optimizer draws on the best capabilities of Claude by Anthropic, OpenAI’s ChatGPT, Microsoft Copilot and Google Gemini. The result is an assistant with an intuitive understanding of the work financial advisors are expected to do every day.

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Hamilton turns Tandems’ WealthOS – comprising seven systems and 45 best-in-class tools – into one intuitive assistant, providing banks, insurance companies and large wealth management firms with a safe, enterprise-grade way to deploy AI.

Tandems was founded in 2006, and Hamilton is built from the knowledge it has gained over decades studying the workflow of the more than 5,000 advisors at major financial institutions like Wells Fargo, Scotiabank, Citizens and New York Life who use its platform. Hamilton leverages this deep domain knowledge, understanding the time in an advisor’s day taken up by a multitude of repetitive tasks across legacy systems. It is specifically trained on this work, with a user experience designed for how advisors operate, and going deeper into an advisor’s workflow than competing tools that have largely focused on simple tasks like note taking.


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