Hazel

Hazel is the AI engine for wealth managers built by Altruist. It automates the core work of advisory firms. Hazel can help create personalized tax plans, draft emails, answer questions instantly, update your CRM, and prioritize tasks. Hazel’s key features include: Personalized tax planning: Parses through 1040 and supporting documents, understands the client’s tax profile, models what-if scenarios, and generates advisor-ready reports and tax letters. Client relationship building: Generates deeply informed answers, preps meetings, and drafts emails based on custodial data, email, CRM, notes, and documents. Enterprise-grade security: Protects client trust with zero data retention, SOC 2 compliance, and enterprise-grade encryption. Scenario modeling: Models Roth conversions, bracket optimization, and multi-year scenarios in real time. Hazel frees up advisors to focus on what's most important: clients and outcomes.