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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
  • Updated
  • September 5, 2024
  • September 29, 2026

Features

Developer

Advizmo
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About

This app automatically monitors your finances, identifies idle cash, and invests it in tax-optimized portfolios. It helps you avoid missing out on growth opportunities and saves you money on taxes by managing rebalancing and tax-loss optimization.

✓Automated excess fund identification
✓Tax-optimized portfolio investing
✓Real-time account monitoring
✓Automatic portfolio rebalancing
✓Low balance alerts
✓Tax-loss optimization
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What's New in Advizmo. Auto

2.5.2

September 29, 2026

- Redesigned tax impact card - Money flow now shows how your idle cash is split, with a live example - Aggressive portfolios: choose your large-cap and small/mid-cap mix - Fixes to score links and voice playback

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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.
ebenehiebenehi

Great concept!

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

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!
JoeP440JoeP440

Time Saver!

Great App. Saves me time!
Dave1646874648Dave1646874648

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!
Freelog999Freelog999
See 7 more reviews

FAQ

What is Advizmo?

Advizmo is an SEC-registered investment advisor that automatically monitors your finances, identifies excess funds, and invests them in tax-optimized portfolios. It aims to help users grow their wealth and save on taxes.

How does Advizmo identify excess funds?

Advizmo analyzes your checking account in real-time, considering upcoming bills and your target checking balance to determine how much cash is safe to invest. This process is automated.

What are the pricing options for Advizmo?

Advizmo offers two main ways to use the service: an Automated Financial Assistant + Cash Management for $14.99/month or $99.99/year with a 7-day free trial, and an Auto-Invest Account which is free to open with a 0.25% annual advisory fee on invested assets.

Is Advizmo secure?

Advizmo connects to your accounts securely and uses Interactive Brokers (IBKR) for brokerage services and custody, which is an SEC-registered broker-dealer and member of FINRA/SIPC. IBKR accounts are protected by SIPC.

Does Advizmo offer a free trial?

Yes, Advizmo offers a 7-day free trial for its Automated Financial Assistant + Cash Management service. Some subscription plans also include a 1-month free trial.

What devices does Advizmo support?

Advizmo is available on iPhone and iPad, as indicated by its supported devices list.

How often is Advizmo updated?

The latest version of Advizmo is 2.4.0, released on March 25, 2026. This suggests regular updates to improve functionality and security.

What is the age rating for Advizmo?

Advizmo has an age rating of 9+, making it suitable for a wide range of users interested in personal finance and investing.