Launch·
Tandems launches Hamilton, an AI assistant inside its WealthOS for financial advisors
Tandems launched Hamilton, an AI assistant built into its WealthOS that the company says can handle up to 80% of a financial advisor's daily tasks, from planning and portfolio rebalancing to client reviews, account opening and asset transfers. It routes work across Claude, ChatGPT, Copilot and Gemini, connects to custodians such as Schwab, Fidelity and Pershing, and keeps an audit log of every AI-assisted client interaction. Hamilton is generally available to Tandems customers.
Advisor AI is moving past notetaking into doing the work inside custodial and CRM systems, which is the bar wealth platforms and family offices will start to hold vendors to.
Key details
- Company
- Tandems
- What it does
- Hamilton AI assistant
- Source
- Vendor announcement
Source
Tandems · tandems.ai · Found in the news · source checked Oct 28, 2026
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