One platform for financial advisors. Multiple purpose-built agents.
Reinvent the way your firm functions with the Hazel Platform, then choose which agents you build on top of it.
HAZEL PLATFORM
Hazel Platform
$60 month/seat
$60 month/seat
The Hazel Platform transforms your firm’s everyday operations and sets the foundation for Hazel’s agents.
Key features:
AI meeting prep, transcription & summarization
AI meeting follow-up emails & tasks
Centralized database for client data
Tax and financial document synthesis
Calendar, email, & CRM integrations
Get answers or build charts & PDFs with Hazel chat
Meeting insights and sentiment analysis
Customizable templates and prompts
TAX PLANNING AGENT
Tax Planning Agent
$160 month/seat
$150 month/seat
Hazel’s Tax Planning Agent provides deep tax analysis, turning client tax scenarios into actionable plans in minutes.
Everything in Hazel platform, and:
Draft client-ready tax planning reports
Multi-year tax strategy modeling
Surface hidden tax opportunities
Roth conversions and capital gains management
Answer clients’ tax questions live
NEW — FINANCIAL PLANNING AGENT
Financial Planning Agent
$300 month/seat
$200 month/seat
Hazel’s Financial Planning Agent helps you build bespoke financial plans tailored to clients’ individual goals.
Everything in Hazel platform, and:
Personalized financial plan generation
Real-time scenario modeling
Data provenance & calculation
Built-in financial calculators
Cash flow optimization
Investment analysis
Retirement planning
Insurance & risk
Estate planning
Tax analysis
Full Hazel Suite
Agent Workforce
Contact sales
Build an agent workforce that powers your entire firm.
Bespoke agent workforce:
Access every agent
Dedicated onboarding
Discounted pricing available
