Hazel
Elevate client meetings. Drive deeper engagement.
"Hazel is a client meeting support platform designed to enhance client engagement and streamline meeting workflows for financial advisors. It provides tools for agenda creation, collaborative note-taking, task management, and follow-up tracking, enabling advisors to deliver more productive and personalized client experiences. RIAs use Hazel to improve client satisfaction and drive business growth through more effective communication and relationship management."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Hazel enhances client relationships by providing RIAs with interactive meeting tools, personalized content delivery, and collaborative planning features."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Hazel integrates into institutional RIA stacks.
Alternative Peer Landscapes
Acuity Scheduling
Simplify scheduling, enhance client engagement.
Advisor Websites (Responsive)
Engage clients and grow your AUM with a modern website.
asset-map
Visualize wealth. Engage clients. Grow your practice.
Bookings
Simplify scheduling, enhance client engagement.
Calendly
Calendly: Streamline scheduling, optimize client engagement.
Entole
Elevate client engagement with a modern portal experience.