Mezzi

Mezzi is your personal financial advisor in your pocket, empowering you to make smarter investment decisions and build wealth like never before. It consolidates all your investments in one place, giving you a clear picture of your financial landscape. Mezzi provides personalized insights and recommendations typically found only in high-priced wealth management services, helping you optimize your portfolio, save on taxes, and reduce fees.

Highlights

• Personalized Investment Advice: Receive tailored recommendations to save on capital gains taxes, reduce fund fees, and optimize your portfolio allocation.
• Effortless Investment Management: Mezzi simplifies the complex world of investment tax management with advanced calculators and AI-powered suggestions.
• Secure and Private: Your data is safe and secure. Mezzi never sells your information to third parties and provides read-only access to your accounts, preventing unauthorized transactions.

Key Features

• Account Consolidation: Manage all your investments in one central location.
• Fund Switching Suggestions: Discover alternative funds with similar returns but lower fees.
• Market & Portfolio Updates: Stay informed about market trends and monitor your portfolio's performance.
• AI-powered Insights: Leverage AI to receive personalized recommendations and make informed financial decisions.