Hazel Help Center

Everything you need to get started, master features, and get the most out of your AI assistant for wealth advisors.

Quick Start

Overview

Learn what Hazel can do

Onboarding

Get set up in minutes

Team Setup

Invite your team members

Security

Privacy and data protection

Core Features

Ask Hazel (Chat)

How Hazel can help you Prompts to get started Best practices Ask Hazel FAQ

Email Assistant

Overview Setting up your Email Troubleshooting Email FAQ

Meeting Assistant

Meetings Overview Preparing for a Meeting Debriefing a Meeting Troubleshooting

Integrations

Hazel’s Integrations Altruist Custodial Integration

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