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Altruist Puts Six-Part Financial Planning in Hazel, With Separate Math Programs

The new agent gives advisors a way to build and adjust comprehensive plans during client meetings. Altruist’s key design claim is that AI handles client context while separate software produces the financial figures.

By 2 min read
Altruist Puts Six-Part Financial Planning in Hazel, With Separate Math Programs
Altruist Puts Six-Part Financial Planning in Hazel, With Separate Math Programs
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Altruist has turned Hazel into a financial planning agent that can build and revise a client’s plan while the advisor is still in the meeting. It brings six areas into one workflow: retirement, investments, cash flow, estate planning, tax strategy, and insurance and risk management. The practical change is that advisors can adjust savings rates, investment approaches, or spending assumptions live, and see how those changes affect the broader financial picture. They do not have to prepare multiple versions in advance or move between separate systems and specialist workflows. But Altruist’s main design claim is about what the AI does not do. Hazel gathers and analyzes client context from financial documents, meetings, emails, notes, CRM data, and other connected communications. Separate calculation programs, rather than the AI model itself, generate the figures in each plan. That division is intended to put the numbers on a dedicated mathematical foundation while the AI handles the messy work of assembling relevant information. Hazel launched in September 2025 with tools for meeting preparation, transcription, summaries, email drafting, task creation, and CRM synchronization. A tax-planning agent followed earlier in 2026; this broader release extends Hazel into full plan creation. Firms can use it whether or not they custody assets with Altruist. The company also says customer data is excluded from model training, under zero-data-retention agreements with its providers. The key constraint to watch is whether that separation between context and calculation holds up across all six planning areas in actual advisor workflows.

Story brief

3 key points

Altruist is expanding Hazel from advisor productivity tasks into end-to-end financial planning, adding a workflow that covers six disciplines and lets advisors revise scenarios during client meetings. The key product distinction is architectural: Hazel gathers context from documents, meetings, emails, notes, CRM data, and connected communications, while separate calculation programs—not the AI model—generate plan...

  1. 01

    Hazel combines retirement, investments, cash flow, estate, tax, and insurance/risk planning in one advisor workflow.

  2. 02

    Advisors can test savings, spending, and investment assumptions live instead of preparing multiple plan versions beforehand.

  3. 03

    Altruist says dedicated calculation programs produce financial figures; the AI layer handles context gathering and analysis.

Altruist has added a financial planning agent to Hazel that brings retirement, investments, cash flow, estate, tax, insurance, and risk work into one advisor workflow. Advisors can test changing assumptions with clients in real time, while Altruist says dedicated calculation programs, rather than an AI model, produce the figures in each plan.

Plans can change in the room

The agent is designed to combine six planning disciplines that are often handled across separate tools or specialist workflows. Its scope includes retirement planning, investment optimization, cash-flow analysis, estate planning, tax strategy, and insurance and risk management.

During a meeting, an advisor can model different savings rates, investment strategies, and spending scenarios alongside a client. The product is intended to show how those changes affect a client’s financial picture without moving between systems or preparing every version of a plan in advance.

The planning areas

  • Retirement planning, investment optimization, and cash-flow analysis.
  • Estate planning, tax strategy, and insurance and risk management.

Client records become plan inputs

Hazel assembles plans from financial documents and information captured from client meetings, emails, notes, CRM data, and other connected communications. Altruist says the AI layer gathers and analyzes that context, while dedicated programs perform the financial calculations. That boundary is central to the company’s pitch for using the tool in projection-heavy advisory work.

A broader role for a year-old platform

Altruist introduced Hazel in September 2025 as a standalone AI platform for financial advisors. Its initial functions included meeting preparation, transcription and summaries, email drafting, task creation, and CRM synchronization. The new agent follows a tax-planning agent that Altruist added earlier in 2026, extending Hazel’s planning capabilities from tax work into wider client-plan creation.

The product is not limited to Altruist custody

Altruist says firms can use Hazel and its financial planning agent whether or not they custody assets with Altruist. The company also says customer data is not used by Altruist or its partners to train AI models, and its model providers operate under zero-data-retention agreements covering Altruist and customer data.

Sources

  1. investmentnews.comAltruist's Hazel builds AI agent to create financial plans in minutes
  2. 401kspecialistmag.comAltruist Expands Hazel AI with Financial Planning Agent
  3. altruist.comAltruist Unveils Hazel, an AI Platform Built for Wealth Professionals - Altruist

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