📰 It’s here: Meet the Hazel app for iOS ~ altruist

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Oct 30 (edited) • 📰 News

"As a wealth advisor, there’s often a tension between being fully present for in-person meetings with your clients and making sure that the details of your conversations are fully captured.

We built the Hazel mobile app to solve that.

Now you can:

Record meetings directly from your phone, either by tapping into meetings synced from your calendar or starting a new quick recording for unscheduled conversations
Get automatic transcription and summarization of your conversations
Sync data to your Hazel workspace instantly—no manual uploads

From there, your in-person conversations power everything Hazel does: follow-ups get drafted, CRM records update, action items surface, and insights emerge. Your meetings feed the platform that drives your practice forward.

Hazel was designed to be the intelligence at the center of your firm—connecting the dots, strengthening relationships, and transforming how you operate. The mobile app brings that intelligence to where your best work happens: face-to-face with clients.

Download the iOS App

We're so glad you're here,

— The Altruist Team

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