asset manager
Envestnet MoneyGuidePro
In PWD coverage since October 6, 2026 · 1 story
PWD coverage
practice
Altruist prices Hazel planning agent at $3,600 per advisor annually
The custodian is selling the planning tool to advisors regardless of where they custody, and RIABiz reports buyers may need to supply PDFs if rival planning vendors refuse API access.