Hazel – Altruist

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How can I help you shine today?

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Hazel does the busywork.
You do the brilliant work.

Here’s how your new assistant takes care of the most time-consuming tasks for you, so you and your firm can re-focus on what matters most.

01

Hazel preps for client meetings for you, with full awareness of client context, essential background info, and meeting history.

02

Hazel sits in on meetings, taking detailed notes, catching anything you might’ve missed.

03

Hazel writes the perfect follow-up emails (while you’re still wrapping up the conversation).

04

Hazel works cross-functionally with your CRM, syncing notes and tasks.

05

Hazel parses through documents to get you the exact answers you need, at lightning speed.

06

Hazel has perfect insight into your practice, carries all the information you've granted access to, and can answer just about any question, any time.

Hazel is for all
advisors, no matter where
you custody.

Even if you don’t custody with Altruist, Hazel is here to help with transformative AI assistance.
Advisors on
Altruist unlock
Hazel’s full potential.

When paired with Altruist, Hazel becomes operational. Initiating workflows, suggesting actions, and saving you even more time.

Join the waitlist today