Free advisors from busywork. Do more for every client.
Hazel is the AI platform that transforms your firm’s everyday operations.
Hazel helps your entire firm operate at its best
Spend up to 47%* more time with clients
Hazel frees your team from administrative work and background tasks so they can spend their time with clients.
Excellence comes standard
Configure Hazel to your firm’s standards and practices so each advisor at your firm performs like your strongest.
Consolidate your tech stack
Hazel replaces many of the tools advisors use every day with a single, unified system that improves the way your entire firm does business.
*Plan-building time figures are Kitces Research industry baselines (2024). The 47% figure also includes Hazel user survey data. Individual results will vary.
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"Hazel solves the small, tedious tasks that accumulate and bog down advisors and operations teams. That’s hours back every week that go straight to clients."
This testimonial may not represent the experience of others and it is not a guarantee of results. 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). For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. Individual results will vary.
Run your firm as usual while Hazel learns in the background
With Hazel, data entry and manual notetaking stops consuming advisors’ valuable time, so they can focus on what matters.
Synthesize financial documents
Hazel automatically parses and interprets information from uploaded financial documents, organizing it and storing it to be put to use.
Catalog every client interaction
Hazel captures the most important details from every client meeting, email exchange, phone call, or CRM entry, to get a complete view of their financial situation and goals.
All your client data, managed in one place
Every detail and datapoint that Hazel gathers is synthesized and stored in Intelligent Client Profiles, smart databases that make it easy to find the right information and put it to use.
Transform your client meetings, from top to bottom
Hazel takes notes, handles background work, and lets you set standards and templates that improve service across your entire firm.
Prep for meetings in minutes
Hazel uses stored client details to build meeting briefings that include a detailed agenda and a summary of what’s happened since the last meeting.
Automatically draft follow-up emails
Hazel takes meeting notes and uses its client knowledge to generate follow-up emails in your voice, ready to review and send.
Get insights to constantly improve
Review advisors’ performance after each meeting with client sentiment analysis, speaking share, client engagement, and more.
Build, get answers, and run deep analyses with Hazel
When Hazel knows your clients and understands your book, everything changes.
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Investigate trends across your book
Hazel can help you spot patterns between multiple households, or across your entire book, that change the way you do business.
Identify gaps with in-the-moment analyses
Upload and analyze client financial documents to uncover potential issues in estate planning, insurance and risk coverage, and more.
Run in-depth performance reporting
Generate client-facing summaries that detail performance returns, fee comparisons, benchmark analyses, and more.
Build with Hazel
Simply ask Hazel in chat and it will build fully-branded PDFs, charts, summaries and client checklists that you can export and share with clients.
Ask Hazel anything
Instead of sifting through documents or meeting notes, just ask Hazel in chat and you’ll get an answer in seconds.
Client context is the foundation for Hazel’s agents
Hazel’s detailed knowledge of your client’s financial picture and goals helps you create tax and financial plans that are tailored to clients’ individual goals, in minutes.
Build comprehensive financial plans
Hazel builds personalized financial plans for you to review with clients that encompass cash flow, retirement, investment analysis, insurance & risk, and estate planning.
Run deep tax analysis
Draft detailed tax planning reports that let you surface hidden tax opportunities, investigate edge cases, and answer clients tax questions in real time.
Hazel works best when everything’s connected
Sync Hazel with your email, calendar, CRM, or custodian to make it even easier for Hazel to collect, synthesize, and put to work your most important client details and data.
