One platform for financial advisors. Multiple purpose-built agents.
Reinvent the way your firm functions with the Hazel Platform, then choose which agents you build on top of it.
$60 month/seat
$60 month/seat
The Hazel Platform transforms your firm’s everyday operations and sets the foundation for Hazel’s agents.
Key features:
$160 month/seat
$160 month/seat
Hazel’s Tax Planning Agent provides deep tax analysis, turning client tax scenarios into actionable plans in minutes.
Everything in the Hazel Platform, and:
$300 month/seat
$300 month/seat
Hazel’s Financial Planning Agent helps you build bespoke financial plans tailored to clients’ individual goals.
Everything in the Tax Planning Agent, and:
Contact sales
Build the agent workforce that best fits your firm. Made for larger firms with needs for a high volume of Hazel seats.
Bespoke agent workforce:
