Altruist Introduces AI-Powered Financial Planning in Hazel, Helping Advisors Build Personalized Financial Plans In Minutes
AI SummaryAI-generated — verify against the source.Altruist has integrated AI-powered financial planning capabilities into its 'Hazel' platform, designed to help financial advisors generate personalized financial plans in minutes. This update aims to streamline the planning process, allowing advisors to spend less time on manual data entry and more time on client relationships.
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