{"id":671297,"date":"2026-09-04T00:06:26","date_gmt":"2026-09-04T00:06:26","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/671297\/"},"modified":"2026-09-04T00:06:26","modified_gmt":"2026-09-04T00:06:26","slug":"ceo-jason-wenk-says-altruists-ai-hazel-is-ready-for-its-second-act-a-financial-planning-service-that-will-blow-away-the-market-with-one-big-caveat-advisors-must-be-ready-to-provide-pdfs-if-riv","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/671297\/","title":{"rendered":"CEO Jason Wenk says Altruist&#8217;s AI &#8216;Hazel&#8217; is ready for its second act, a financial planning service that will blow away the market with one big caveat &#8212; advisors must be ready to provide PDFs, if rivals refuse API access"},"content":{"rendered":"<td>\n<p><strong>Planning Software Price Comparison<\/strong><\/p>\n<ul>\n<li><strong><a href=\"https:\/\/riabiz.com\/tags\/emoney\/page\/1\" target=\"_blank\" rel=\"noopener nofollow\" style=\"text-decoration:underline dotted;text-underline-offset:3px;text-decoration-color:#9ca3af;color:inherit\">eMoney<\/a><\/strong> offers three core software packages, its goals-based &#8220;Plus&#8221; package for $2,600 annually per advisor; its up-scale cash-flow analysis &#8220;Pro&#8221; system for $4,100 annually, per advisor, and its high-end goals and cash-flow software, \u201cPremier,\u201d for $5,000 annually per advisor.<\/li>\n<li><strong><a href=\"https:\/\/riabiz.com\/tags\/moneyguidepro\/page\/1\" target=\"_blank\" rel=\"noopener nofollow\" style=\"text-decoration:underline dotted;text-underline-offset:3px;text-decoration-color:#9ca3af;color:inherit\">MoneyGuidePro<\/a><\/strong> splits its software similarly, separating goals-based planning from cash-flow and estate planning into two packages, \u201cMoneyGuide\u201d for $2,000 annually per advisor, and \u201cWealth Studios\u201d for $2,500 annually per advisor. It also sells an all-in-one package, \u201cPlatform&#8221; for $3,000 per advisor, per year.<\/li>\n<li><strong><a href=\"https:\/\/riabiz.com\/tags\/rightcapital\/page\/1\" target=\"_blank\" rel=\"noopener nofollow\" style=\"text-decoration:underline dotted;text-underline-offset:3px;text-decoration-color:#9ca3af;color:inherit\">RightCapital<\/a><\/strong> also offers three tiers, but includes both cash-flow analysis and goals-based planning in its \u201cBasic,\u201d for $1,800 annually per advisor. Its \u201cPremium\u201d tier includes automated account aggregation and tax planning tools for $2,520 annually, per advisor. Its \u201cPlatinum\u201d tier includes further customization and workflow automations for $3,060 annually per advisor.<\/li>\n<li><strong><a href=\"https:\/\/riabiz.com\/tags\/hazel\/page\/1\" target=\"_blank\" rel=\"noopener nofollow\" style=\"text-decoration:underline dotted;text-underline-offset:3px;text-decoration-color:#9ca3af;color:inherit\">Hazel<\/a><\/strong> costs $720 per year for its basic \u201c<a href=\"https:\/\/riabiz.com\/tags\/ai\/page\/1\" target=\"_blank\" rel=\"noopener nofollow\" style=\"text-decoration:underline dotted;text-underline-offset:3px;text-decoration-color:#9ca3af;color:inherit\">AI<\/a>\u201d chat, analysis, note-taking, and chart-building software. But its price rises swiftly thereafter. Adding tax planning capabilities hikes Hazel&#8217;s fee 267% to $1,920 annually per advisor, and bolting on its planning capabilities lifts its annual per-advisor fee 188% to $3,600 per year.<\/li>\n<\/ul>\n<\/td>\n","protected":false},"excerpt":{"rendered":"Planning Software Price Comparison eMoney offers three core software packages, its goals-based &#8220;Plus&#8221; package for $2,600 annually per&hellip;\n","protected":false},"author":2,"featured_media":671298,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[177],"tags":[291,283670,278272,283675,79,18,283667,283673,199452,283672,19,17,283668,234,235,283669,283674,19043,283671],"class_list":["post-671297","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-ai","tag-alex-chalekian","tag-altruist","tag-boldin","tag-business","tag-eire","tag-emoney","tag-financial-planning-software","tag-hazel","tag-hazel-financial-planning","tag-ie","tag-ireland","tag-moneyguidepro","tag-personal-finance","tag-personalfinance","tag-rightcapital","tag-stephen-caruso","tag-vanguard","tag-vanilla-com"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/117209857186927353","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/671297","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=671297"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/671297\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/671298"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=671297"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=671297"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=671297"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}