Turn client details into an intelligent profile that powers your financial planning agent

Tuesday, July 28th
10-10:45AM PT / 1-1:45PM ET

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In part two of our financial planning series, we're unveiling a complete demo of Hazel's Financial Planning Agent for the first time.

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Building a financial plan has always taken hours of chasing documents, keying in data, and turning knobs to run scenarios until it looks right.

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With Hazel, one agent builds a bespoke plan across retirement, cash flow, estate, tax strategy, and insurance analysis in minutes.

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• Start asking for plans instead of assembling them

• Run scenarios live with clients, model plans in plain language or dynamic levers, and watch plan projections reshape in real-time

• Get results you can trust along with a bibliography that traces every fact back to the meeting, email, or document it came from

You stay in control of every recommendation. Hazel does the heavy lifting.

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Stay to the end for how to signup for limited number of working sessions on your own client data.