Integration enables secure, policy-driven AI workflows using CRM data within existing advisor systems

Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced a new integration with Orion’s Redtail Technology (“Redtail”). The integration helps financial advisors safely turn CRM data into actionable insights and compliant client communications within their existing workflows.

Through the integration, advisors using Redtail gain access to Hamachi’s centralized intelligence hub that transforms CRM data into artificial intelligence (AI)-assisted email drafting, household briefs, daily summaries and workflow intelligence informed by household, contact, activity, event and financial account data stored in the CRM. Redtail remains the system of record, while Hamachi applies firm-specific policies, permissions and controls to ensure outputs align with SEC and FINRA requirements and protect personally identifiable information (PII).

“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.”

As regulatory expectations increase and personalization becomes more central to the advisor-client relationship, firms are seeking AI solutions that enhance productivity without introducing additional steps or compliance risk. Unlike traditional AI tools that rely on unstructured prompts or manual data entry, Hamachi uses Redtail data as structured context rather than raw prompt input. This approach allows advisors to benefit from AI-driven efficiency while preserving supervision, audit readiness and firm-defined guardrails around data use.

“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 use Redtail as they do today, with no change to how client data is stored or managed. For end clients, the integration supports clearer communication, better timing and a more proactive advisory experience, while firms retain confidence that AI usage remains aligned with regulatory expectations.

The Redtail integration is available immediately. Hamachi is now live and generally available, with pricing starting at $25 per user per month, making compliance-first AI accessible to firms of all sizes.

Visit hamachi.ai to learn more.

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. Visit hamachi.ai to learn more.

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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.