Meet your new
client relationship
assistant.
There are notetakers,
and then there’s Hazel.
Hazel preps you for your day, so you stay client-focused.
Start each morning with a daily digest feed. Hazel scans your inbox, calendar, and CRM to surface what truly matters. For every client on your schedule, Hazel delivers a tailored briefing so you walk in prepped and confident.
Hazel takes notes while you build relationships.
In every meeting (online or in person) Hazel records, transcribes, and summarizes with precision. Hazel captures the action items, context, and moments that matter most, so you can stay present and connected with your clients.
Hazel does the busywork. You do the brilliant work.
Hazel monitors your inbox throughout the day, identifying messages that need your attention and auto drafts thoughtful replies based on all your connected data for you to review and send. Hazel works hard to move your relationships forward.
Hazel gets you instant answers.
Ask anything about a client, a meeting, or your firm. Hazel searches across your documents, emails, notes, CRM (even complex files like tax returns or estate plans) to deliver clear, reliable answers at lightning speed.
Hazel works seamlessly with the tools you already use.
Built for all advisors, no matter where you custody.
Even if you don’t custody with Altruist, Hazel is here to provide transformative AI assistance.
Advisors on
Altruist unlock
Hazel’s full potential.
When paired with Altruist, Hazel can do even more; initiating workflows, suggesting actions, and saving you more time than ever.
Join the waitlist.
Here’s what early adopters have to say about Hazel.
“Hazel’s changed the way we show up for clients. Meeting prep is faster, and the follow up is sharper. We’ve now got our entire team using Hazel daily.”
Gideon Drucker, CFP(R), AIF(R), ECA(R) President & CEO, Drucker Wealth
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). This testimonial may not represent the experience of others and it is not a guarantee of results.