About Mezzi
Mezzi is a wealth building and investment management tool that aims to give users access to insights typically reserved for clients of expensive wealth advisors. The tool allows users to consolidate all of their investment accounts in one place, offering a comprehensive view of performance and allocations across different accounts. Its main features include personalized advice to save on capital gains taxes, reduce fund fees, increase passive income, and optimize portfolio allocation. The platform uses advanced calculators and AI-powered suggestions to simplify the complex task of investment tax management. Its also offers fund switching suggestions, providing alternatives with similar exposure but lower fees. In addition to these features, Mezzi delivers market and portfolio updates to its users. Mezzi also highly values the security of user data, promising not to sell it to third parties. Access to user accounts is limited to read-only, guaranteeing that no unauthorized transactions can be made. A considerable amount of user reviews suggest that Mezzi helps in making smarter investment decisions and simplifies the task of managing investments across multiple platforms.
Key Features
- ✅ Investment account consolidation
- ✅ Personalized advice features
- ✅ Advanced calculators for tax
- ✅ Fund switching suggestions
- ✅ Portfolio and market updates
- ✅ Data security measures
- ✅ Read
- ✅ only account access
- ✅ Capital gains tax advisory
- ✅ Fund fee reduction
- ✅ Passive income building assistance
- ✅ Portfolio optimization tools
- ✅ Not selling user data
- ✅ Smart investment visualisation
- ✅ Aids in smarter decisions
Pricing
Free to use
Rating & Reviews
3/5 stars based on 1 reviews
Categories & Tags
Category: Investment Advice
Tags: Wealth Management, Investment Guidance, AI Powered Financial Advisor, Capital Gains Tax Management, Fee Reduction, Passive Income Building