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Advizmo. Auto-Invest & Save

Advizmo. Auto-Invest & Save

Expert Portfolios, Tax-Smart

18 ratings
12 reviews
📊 Productivity
💰 Finance
Free
In-App Purchases

Details

Released
September 5, 2024
Updated
October 29, 2026

Features

Developer

Advizmo
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About

Automate your finances with intelligent cash management and automated investing. This app identifies idle funds, invests them in diversified portfolios, and offers daily tax-loss harvesting. It also provides an AI assistant for personalized financial insights and alerts to prevent overdrafts.

✓Automated cash identification and investment
✓Diversified ETF portfolio management
✓Daily tax-loss harvesting
✓Tax-optimized withdrawal lot selection
✓Real-time checking balance alerts
✓Consolidated view of all accounts
✓AI-powered personal finance assistant
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What's New in Advizmo. Auto

2.5.4

October 29, 2026

- Opening an investment account is simpler, with a redesigned step-by-step application. - Connecting your bank is faster and more reliable. - Every transfer now shows the balance of both accounts. - Verification codes are checked as soon as you enter them. - Bug fixes and performance improvements.

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Subscriptions & In-App Purchases

Monthly

Monthly subscription for premium usage

$4.991 Month
1 Month trial
How to cancel Advizmo. Auto subscription ⁉️

User reviews

Most RecentHighest RatedLowest Rated

Love the app

The automation of transactions is super helpful.
Eebenehi

Great concept!

App is easy to use and I subscribe to the philosophy of holding less cash and maximizing investments.
Aanishb

Incredible!

Extremely helpful and easy to use personal finance app. Still amazed how automated Advizmo makes everything - truly a game changer and excited to watch my portfolio grow!
JJoeP440

Time Saver!

Great App. Saves me time!
DDave1646874648

So helpful

Such a helpful app to automate and optimize managing your personal finances and savings. I used to manage multiple accounts and had to manually move money to each after each paycheck and now can do it all automatically in a tax efficient way. Lifesaver!
FFreelog999
See 7 more reviews

FAQ

What is Advizmo?

Advizmo is a finance app that automates investing by identifying idle cash, investing it in ETF portfolios, and offering daily tax-loss harvesting. It also includes an AI finance assistant for personalized insights.

How does Advizmo's auto-invest feature work?

Advizmo calculates your ready-to-invest amount, invests it in diversified ETF portfolios, and automatically rebalances with each purchase. It also applies daily tax-loss harvesting.

What are the pricing options for Advizmo's Financial Assistant + Cash Management?

The Financial Assistant + Cash Management feature is available through subscription plans ranging from $2.99 to $14.99 per month or $29.99 to $99.99 per year, with a 30-day free trial. The subscription fee is waived once your auto-invest balance reaches $1,000.

Is there a fee for the Auto-Invest Account?

The Auto-Invest Account is free to open with no minimums. However, there is a 0.25% annual advisory fee on invested assets, deducted quarterly. This fee continues even if the subscription fee is waived.

What kind of security does Advizmo offer?

Custody and brokerage services are provided by Interactive Brokers LLC, a member of FINRA/SIPC. IBKR accounts are SIPC-protected up to $500,000 ($250,000 cash), plus excess SIPC coverage.

What devices does Advizmo support?

Advizmo is available on iPhone and iPad devices.

How often is Advizmo updated?

The latest version of Advizmo is 2.5.4, and it was last updated on October 29, 2026. This indicates a recent and active development cycle.

What is the age rating for Advizmo?

Advizmo has an age rating of 9+, making it suitable for a wide range of users.