See Hazel <> Altruist in action
Transformative AI, Built for Wealth Advisors
You’ve heard what Hazel <> Altruist can do.
Now experience it live.
Tuesday, November 18, 2025
8:30 am PT / 11:30 am ET
Join us on November 18 at 8:30 am PT for a live conversation about how Hazel is already transforming the advisor and client experience, and saving one advisor 75 hours a month.
You’ll hear from our in-house AI expert, Fernando San Martin Jorquera, Senior Product Manager, as well as Yohance Harrison, Behavioral Financial Advisor.
Together, they’ll share how Hazel can help you:
- Cut prep time and automate follow-ups: Yohance now spends one hour instead of four following up after annual reviews.
- Get instant answers: Use Hazel to find what you need fast — across meeting notes, emails, documents, your CRM, and Altruist custody data.
- Draft emails that sound like you: Leverage client data to write timely, thoughtful messages in your voice.
- Move faster for clients: Yohance used Hazel to get two annuities processed and approved, and one paid, in under five business days.
- Stay proactive: Identify clients behind on RMDs before penalties hit, and draft an outreach email in seconds. Built for all advisors — wherever you custody. Even if you don’t custody with Altruist, Hazel helps you stay client-focused, organized, and confident.
Watch the replay
Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.
Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.
Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA’s BrokerCheck
Speakers
Fernando San Martin Jorquera
Senior Product Manager
Yohance Harrison
Behavioral Financial Advisor, Money Script Wealth Mgmt.
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.
Hazel is an AI-powered productivity tool offered through Altruist Corp (“Altruist”). Outputs are for informational purposes only and should not be relied upon as legal, compliance, financial, tax, or investment advice. Hazel’s capabilities are evolving and may be subject to limitations based on data input, user configuration, and system permissions.
Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage-related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC.