Tandems Launches AI Assistant for Advisors

The new tool automates 80% of tasks for millions of accounts, aiming to improve speed for financial planning and client reviews.

Updated on Oct. 27, 2026 in Financial Planning

Isometric editorial illustration of a stacked, multi-layered crystalline geometric structure representing complex financial software architecture. — Tandems, formerly known as SigFig, has launched an AI-driven assistant called Hamilton to automate administrative workflows for financial advisors managing millions of accounts. AI Illustration. Upload story photo >

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Tandems, the firm formerly known as SigFig, has introduced a new digital assistant named Hamilton designed to handle up to 80% of daily tasks for financial advisors. The tool aims to streamline operations such as portfolio rebalancing and account openings for the 2.7 million accounts currently managed on the firm's platform.

Why it matters

By automating routine administrative and planning workflows, this technology intends to shift advisor time toward more complex client relationship management. The tool was developed using insights from 5,000 financial advisors to ensure it addresses common industry bottlenecks in portfolio and account management.

The platform currently oversees $80 billion in assets across 2.7 million accounts. Hamilton is designed to automate up to 80% of daily operational tasks for financial advisors.

The players

Tandems

A financial technology firm managing $80 billion in assets that provides digital tools to advisors and banking institutions.

Hamilton

An AI-native digital assistant built to automate administrative tasks like portfolio rebalancing for financial advisors.

The details

Hamilton functions through a three-layer architecture that combines an application interface with a specialized AI operating system and a verticalized model layer. It routes tasks through various AI models, including ChatGPT and Claude, while maintaining audit logs for advisor-client interactions. The software integrates directly with major brokerage and banking systems, such as Schwab and Fidelity, to sync data for portfolio rebalancing and client account opening.

Tandems was founded as SigFig in 2006.
The firm announced its rebranding from SigFig in October 2025.
Tandems launched the Hamilton AI assistant on October 27, 2026.

Money Landscape

This release occurs as the financial industry adapts to an increasingly regulated environment for artificial intelligence tools. It follows a year in which 38 states passed over 100 AI-related laws, signaling a shift toward more formal oversight of automated financial systems.

If you work with a financial advisor, you may see more efficient account opening and reporting processes as these digital tools gain broader adoption. Ensure you discuss with your financial professional how their specific firm handles data security and audit logs when utilizing AI-driven assistance.

The takeaway

The move toward AI-native assistants in wealth management represents a significant effort to reduce administrative friction for advisors handling complex accounts. Households should feel comfortable asking their advisor if their firm uses AI tools and how those platforms protect sensitive client data.