What’s new in Hazel

Do more with modes and task prioritization

Thursday, April 30th
10-10:45 am PT/ 1-1:45 pm ET

Join us for a live walkthrough to see the latest capabilities in action. Here’s a sneak peek of what’s new:

  • Shape Hazel around how your firm works—your voice, your tone, your process—then roll it out to the whole team. 
  • Build financial summaries, advisor-ready checklists, and more from instructions you set once.
  • Ask Hazel to create and prioritize tasks for you and your firm, right in the chat

After the demo, stay for a live Q&A where we’ll answer your questions and share a peek at what’s next on the roadmap.

Watch the replay

Speakers

Fernando San Martin Jorquera

Senior Product Manager

Erik Tena

Product Operations Specialist

Stronger
relationships.
Better outcomes.
Let’s talk

Altruist Financial LLC
3030 S La Cienega Blvd


Culver City, CA
90232 USA

Product

For Advisors

Product

For Advisors

Altruist Financial LLC
3030 S La Cienega Blvd


Culver City, CA
90232 USA

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