Why Did Altruist Build a Tax Planning Tool First?
With Thomas Manetta, MSFA
Taxes touch almost every major financial decision, but they’re often treated like a once-a-year task.
What the clip covers
- Why taxes get treated as a once-a-year task
- Why tax planning was chosen as Hazel's first major AI feature
- Taxes as a thread running through most financial decisions
Context
Altruist is the custodian this firm uses, which is to say it is where client assets are actually held. Hazel is Altruist's AI feature set.
