Join the platform of choice for RIAs who want modern technology, lower fees, and more time to do the real work of advising clients.
Underneath Hazel's remarkable assistance, there is a powerful network of cybersecurity features engineered to keep client data safe, private, and within your control.
Privacy and Security
We help protect your firm, your account, and your client data with two-factor authentication, Single Sign-on, and US-based data processing and storage. And, we won't use your data to train our AI models. We only partner with enterprise-level AI programs that don't use your data to train AI models either.
All your data from chats, video, audio, transcripts, and meeting summaries is encrypted with HTTPS (TLS 1.2+). We keep your data encrypted while it’s in transit, and while stored in our servers.
Use our easy, intuitive data privacy controls to specify whether or not to record, store, or delete your data from video, audio, transcripts, and meeting summaries.
Hazel’s security has been tested, reviewed, and approved through rigorous security examinations with TAC Security.
Hazel is brought to you by the modern custodian, Altruist. Now the third largest custodian in the US, based on the number of RIAs served, Altruist offers 5,000+ advisors cybersecurity they can trust. As an engineer-built, digital-first, tech company, Altruist has been leading in online security since its very inception in 2018.
“Hazel has helped our team move faster. With a trusted model integrated directly with our CRM, we can maximize our time and focus without worrying about data use and access.”
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). The promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.
Security is one of the areas where advisors have the most questions, and for good reason. In wealth management, client trust is everything, and safeguarding sensitive information is non-negotiable. Here are the questions we hear most often, along with our answers:
