Dalm vs Hazel AI

Hazel suits advisory firms that want meetings, emails and custodial data in one client profile and plans drafted from it. Dalm is for an advisor on a Mac: speech is recognised there and no audio is sent, while the text syncs to our servers.

Dalm and Hazel AI at a glance

	Hazel	Dalm
Built for	Wealth management firms: client profiles, meetings, plans and advisor reviews	One advisor’s meetings, files and dictation
Platforms	Not named on its home, platform, security or pricing pages	Mac with Apple Silicon · macOS 15.0 or later
Languages	Not named on its home, platform, security or pricing pages	Over a hundred, with the wider language coverage chosen once
How a meeting is recorded	It joins the meeting once admitted and posts a note in the chat	Your microphone and what your Mac plays, on a call, on speaker or across the desk
Where speech becomes text	With transcription partners, which may briefly store the audio and video	On your Mac; the audio is deleted once the text exists
Where data is kept	Processed and stored in the United States; you choose how long recordings and transcripts are kept	The text of each meeting, which syncs to our servers automatically
After the meeting	Notes, a follow-up email in your voice, a briefing for the next meeting, a draft financial plan with its Financial Planning Agent, an advisor review	A summary written by a language model from the transcript and your notes
Connects to	Email, calendar, CRM and custodian	Google Calendar; notes leave as text you copy or as a Word, PDF or Markdown file
Price	Platform $60 a month for each seat; planning agents $160 and $300; a 14-day trial	Pro $16 a month, or $12 a month billed annually (paid plans are not open yet)

What Hazel does is taken from its home, platform, security and pricing pages, checked on 5 October 2026.

When Hazel is the better choice

• Your firm runs on client data. Hazel pulls meetings, emails, CRM entries and custodial records into one profile for each client, and syncs with your email, calendar, CRM and custodian. Dalm knows only what was said in your meetings.
• You want plans drafted for you. Hazel’s Financial Planning Agent, a separate plan, drafts financial plans, and Hazel builds branded PDFs, charts and checklists for clients from that data. Dalm writes a summary; the plan is yours to build.
• Follow-up is part of the job. Hazel drafts a follow-up email in your voice after each meeting and a briefing with an agenda before the next one.
• Several advisors share one standard. Hazel reviews advisors after each meeting, runs firm-wide modes and templates, and sets roles and permissions.
• A security review asks for reports. Hazel states SOC 2 Type II and keeps data in the United States. Dalm holds no certification.

When Dalm is the better choice

• The speech is recognised on your Mac. Dalm turns speech into text on the Mac in front of you, sends no audio anywhere and deletes the audio once the text exists. The text does leave: each transcript syncs to our servers automatically, a language model reads it to write the summary, and no setting turns that off. How local and cloud recognition differ.
• Nothing joins the meeting. Dalm records your microphone and what your Mac plays, so a client on the phone, on speaker or across the desk is recorded the same way.
• You can start alone. The Free plan covers meetings and dictation; there is no demo to book; until it is public, the way in is the waitlist. No plan puts a limit on recording minutes, on the length of a recording, or on how long anything is kept.
• Quotes that lead back. In each summary, every point keeps a word-for-word quote. Every quote shows you where it was said — open it and the transcript opens at that place.
• Dictation in the same app. Hold a key in any app, speak, and the words go where the cursor is. Everything you say lands in one archive you can search: meetings, phone calls, conversations in the room, and what you dictate to a model.

Other tools advisors mention

• Finmate describes itself as a notetaker for financial advisors: talking points before a call, summaries and action items after it, sync with CRMs, calendars and Zoom, and SOC 2 Type 2. It also sells agentic AI and consulting. Taken from its home page, checked on 5 October 2026.
• Slant is a CRM for financial advisors; its notetaker records meetings and ties them to the client’s record, next to AI chat, prospecting and workflows. Taken from its home page, checked on 5 October 2026.
• Mili describes itself as a meeting AI agent for wealth advisors: notes, follow-up emails and action plans after a meeting. It adds no bot to Zoom or Teams calls, states that it keeps no recordings and that it redacts Social Security and account numbers, connects to CRMs, calendars, financial planning software and custodians, and has apps for Windows, Mac, iOS and Android; its site lists no prices. Taken from its meeting agent page, checked on 19 October 2026.

Looking for a Hazel AI alternative?

If you want a record of your client meetings without a platform built around your firm’s data, Dalm is the smaller tool: speech is recognised on your Mac, the audio is deleted, and the text syncs to our servers, where a language model writes the summary — so it is not an app that keeps everything on one machine. If your firm decides which tools may touch client conversations, ask it before you choose any of them. More on meetings with clients is on the page for financial advisors, and another advisor tool is compared on the Jump page. Paid plans are on the pricing page.