Investment
Freemium
Mezzi offers a revolutionary approach to building wealth by providing access to insights typically reserved for costly wealth advisors. With personalized steps to save on capital gains taxes, reduce fund fees, and optimize portfolio allocation, Mezzi simplifies the complexities of managing investment taxes through advanced calculators and AI-powered suggestions. By comparing performance and allocations across different accounts, users can easily rebalance allocations and save on expensive fees by switching to less costly funds.
Mezzi's ad-free platform prioritizes data privacy and security, ensuring that user information remains confidential. Additionally, Mezzi's tax-loss harvesting feature helps users reduce taxes effortlessly. Tailored steps and AI-driven investment insights help lower capital gains and income taxes. The tool is available for iOS users in the US with investment or brokerage accounts. Mezzi is designed to provide powerful investment analysis, market monitoring, and portfolio optimization while ensuring user data privacy and security.
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Personalized steps to save on capital gains taxes
Reduce fund fees
Optimize portfolio allocation through advanced calculators and AI-powered suggestions
Compare performance and allocations across different accounts for easy rebalancing
Ad-free platform prioritizing data privacy and security
Tax-loss harvesting feature to reduce taxes
Optimize your investment portfolio with Mezzi's AI-powered suggestions, which provide personalized steps to save on capital gains taxes, reduce fund fees, and allocate your assets more effectively for wealth growth.
Use Mezzi's advanced calculators to compare performance and allocations across different accounts, enabling you to easily rebalance your portfolio and switch to less costly funds to save on expensive fees.
Trust Mezzi's ad-free platform for powerful investment analysis, market monitoring, and portfolio optimization while prioritizing data privacy and security to keep your information confidential.
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