Hamachi.ai, a regulatory-first AI-powered Wealth Intelligence Platform designed for investment advisors and asset managers, has launched a new integration with Orion’s Redtail Technology (Redtail). This integration allows financial advisors to securely transform CRM data into actionable, compliant AI-assisted outputs directly within their existing workflows.
Advisors using Redtail can now access Hamachi’s centralized intelligence hub, which generates AI-supported email drafting, household briefs, daily summaries, and workflow intelligence. These features draw from structured household, contact, activity, event, and financial account data stored in Redtail. Redtail continues to serve as the system of record for client data, while Hamachi enforces firm-specific policies, permissions, and controls to align outputs with SEC and FINRA requirements and safeguard personally identifiable information (PII).
The integration addresses growing regulatory scrutiny and the need for personalized client engagement by embedding AI capabilities into advisors' daily tools without introducing new compliance risks or workflow disruptions.
Unlike general-purpose AI tools that depend on unstructured prompts or manual data input, Hamachi treats Redtail data as reliable, structured context. This enables precise, supervised outputs while maintaining audit readiness and firm-level oversight.
“For advisors, AI only creates real value when it’s connected to trusted data and embedded in the workflows they already live in,” said Trent Mumma, chief product officer at Orion. “This integration brings practical, compliance-ready AI into the core of the Redtail experience, helping advisors operate more efficiently while maintaining the controls firms require.”
“Redtail already holds the most important client context advisors rely on every day,” said Brian McLaughlin, co-founder of Hamachi.ai and original founder and former CEO of Redtail. “Our goal with this integration is to help advisors activate that context inside a secure AI environment. Our AI supports clearer communication, stronger relationships and smarter decisions—without introducing new compliance risk.”
Advisors continue to interact with Redtail as usual, ensuring seamless continuity. For end clients, the result is more timely, relevant, and proactive communications that strengthen relationships while firms maintain full confidence in regulatory alignment.
The Redtail integration is live and available immediately, with Hamachi’s platform generally accessible starting at $25 per user per month. This pricing makes compliance-focused AI accessible to advisory firms of varying sizes.
This partnership underscores Hamachi’s commitment to delivering precise, timely, and fully compliant AI insights at scale, built on a foundation of deep industry expertise and regulatory-first design.
About Hamachi
Hamachi.ai is a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers. By combining expert-trained AI agents, household-level context, and a unified multi-layer compliance architecture with SEC/FINRA guardrails and PII redaction, Hamachi enables firms to deliver precise, timely, and compliant insights at scale. The company was founded in 2025 by fintech veterans from Orion, Redtail, AdvisoryWorld, and Advizr.
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