Most advisors are not using Tax-Loss Harvesting for their clients. And many who do, have no idea if it's working (nor do their clients).The investments team at Altruist decided to fix this.- First, they build fully automated TLH.- Then, they built deep customization (tax budgets, security exclusions and replacements).- Finally, they build the most beautiful and simple visualizations in the industry - and it's 100% integrated into the core Altruist platform.I'm biased, but think any advisor not o ...

Altruist

Game changer!I don't throw around that term lightly.What Altruist has done with the Hazel AI Tax Planning launch is a genuine industry paradigm shift.This isn't an incremental update; it's a competitive advantage.In my opinion, firms that fail to integrate this type of strategic technology will struggle to compete.But the advisors who lean into this early are the ones who will set the new industry standard.That's exactly why I'm excited to attend the Build to Grow Summit.This isn't just another ...

Altruist

Most advisors are not using Tax-Loss Harvesting for their clients. And many who do, have no idea if it's working (nor do their clients).The investments team at Altruist decided to fix this.- First, they build fully automated TLH.- Then, they built deep customization (tax budgets, security exclusions and replacements).- Finally, they build the most beautiful and simple visualizations in the industry - and it's 100% integrated into the core Altruist platform.I'm biased, but think any advisor not o ...

Altruist