Episode notes
In this podcast episode, Altruists' Jason Wenk discusses the launch and impact of Hazel, their AI-driven tax planning and wealth management software. The conversation explores Hazel’s development, strategic release timing, and advanced features—such as real-time data integration, automated tax analysis, and personalized financial planning. Hazel streamlines advisor workflows, reduces reliance on multiple tools, and democratizes sophisticated planning for clients. The episode also covers Hazel’s role in boosting firm efficiency and valuation, its transparent AI-driven recommendations, and the competitive edge Altruist offers over traditional custodians, highlighting Hazel’s transformative potential in the wealth management industry.
Altruist Introduction To Tax Planning (2:10)
How Is Altruist Disrupting The Indsutry (5:42)
What Should We Expect From Hazel Moving Forward (10:20)
Hazel and Altruist..The All-in-One Tool? (20:30)
Is Ai Accretive to Enterprise Value? (29:20)
The Adjustment for Major Custodians (34:00)
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