Altruist

Year-end gets busy fast.

Hazel helps advisors prep for meetings, organize household tasks, and send personalized client follow-ups—all in one place.

Spend less time managing details and more time with clients.

Explore Hazel:hazel.ai/?utm_source=x&…

What are advisors using Hazel for most?

Tax + financial planning. Document analysis. Intelligent Client Profiles.

Three workflows helping advisors spend less time searching for information and more time putting client context to work.

Learn more: hazel.ai/?utm_source=x&…

Altruist has been named the '26 Best Innovation in Clearing & Custody winner in the @DatosInsights Impact Awards.

The recognition highlights innovation across our clearing and custody platform, including our alternatives marketplace, and our continued investment in technology.

We’re still thinking about the conversations from Build to Grow NYC.

Across two days in Brooklyn, advisors shared what growth looks like at different stages—from defining who you serve to building more efficient operations and making better use of technology.

Household rebalancing with asset location is now live on Altruist.

Set asset location preferences in minutes, then let Altruist coordinate across taxable and tax-advantaged accounts with every household rebalance.

Explore more: altruist.com/events/turn-as…