Made to transform your practice with far more than notetaking.
Hazel preps you for your day, so you stay client-focused.
Start each morning with a daily digest feed. Hazel scans your inbox, calendar, and CRM to surface what truly matters. For every client on your schedule, Hazel delivers a tailored briefing so you walk in prepped and confident.
Hazel takes notes while you build relationships.
In every meeting (online or in person) Hazel records, transcribes, and summarizes with precision. Hazel captures the action items, context, and moments that matter most, so you can stay present and connected with your clients.
Hazel does the busywork. You do the brilliant work.
Hazel monitors your inbox throughout the day, identifying messages that need your attention and auto drafts thoughtful replies based on all your connected data for you to review and send. Hazel works hard to move your relationships forward.
Hazel gets you instant answers.
Ask anything about a client, a meeting, or your firm. Hazel searches across your documents, emails, notes, CRM (even complex files like tax returns or estate plans) to deliver clear, reliable answers at lightning speed.
Make tax planning your competitive edge with Hazel.
Hazel AI Tax Planning helps advisors create personalized tax plans in minutes by analyzing 1040s, paystubs, statements, meeting notes, emails, custodial, and CRM data.
Learn moreWith Hazel, you can:
- Break down tax returns into clear, client-friendly explanations
- Uncover hidden opportunities like optimizing withholdings, using tax-advantaged accounts, or restructuring contributions
- Run a scenario analysis on demand for Roth conversions, income changes, life events, and more
- Quantify the value of your advice by showing the potential annual tax savings behind every recommendation
The power of Hazel, in your pocket
With the Hazel iOS mobile app, recording in-person meetings is easier than ever. You stay present with clients, while conversations are captured, transcribed, summarized, and synced seamlessly to your Hazel workspace.
Integrated access to your apps with single sign-on.
Sign in once, and gain access to your most necessary apps without the need to switch back and forth between tabs.
Built for trust.
Learn more about what Hazel is doing to keep your data safe with encryption, SSO, rigorous testing, compliance reviews, and more.
Learn more
Made for all advisors, no matter where you custody.
Even if you don't custody with Altruist, you can use Hazel to make your practice flow better.
“ Hazel's changed the way we show up for clients. Meeting prep is faster, and the follow up is sharper. We've now got our entire team using Hazel daily. ”
Gideon Drucker, CFP(R), AIF(R), ECA(R)
President & CEO, Drucker Wealth
President & CEO, Drucker Wealth
This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). This testimonial may not represent the experience of others and it is not a guarantee of results.
Hazel is an artificial intelligence tool offered through Altruist Corp (Altruist). Outputs generated by Hazel are for informational purposes only and should not be relied upon as legal, compliance, financial, tax, or investment advice. Hazel’s capabilities are evolving and may be subject to limitations based on data input, user configuration, and system permissions. Altruist does not guarantee the accuracy or completeness of Hazel's outputs.