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
Join the Altruist onboarding team for an interactive session focused on helping you move your accounts and get started with confidence.
This quarterly webinar is tailored to advisors who are new to the Altruist platform. Start your morning with a fresh cup of coffee and join our onboarding team for an interactive session built to set you, your firm, and your clients up for success on Altruist.
Whether you’re just getting started or looking for guidance on specific features that unlock more value from our platform, this is your opportunity to connect directly with our onboarding experts.
Grab a coffee and join us for an informative conversation to help you navigate your advisor journey with confidence.
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.
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Speakers
Fernando San Martin Jorquera
Senior Product Manager
Erik Tena
Product Operations Specialist