Wealth management using AI
I’ve been using Mezzi for the last many months. I love how it integrates all my accounts and their investments in one place and gives me details of even hidden exposures that I was not aware of. The developer is adding features at a very fast rate and the app is getting better with each update. I have used many of the app’s suggestions to improve my stock allocations. Customer Service is top notch as well.
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Response from developer
We're thrilled to hear Mezzi is helping you manage your allocations. We look forward to continuing to serve you and improving our service each week.
Highly recommended !
As a recently retired veteran Mezzi has become a key figure in my retirement planning. It’s like have hundreds of planners corroborate on each individual situation necessary for a successful retirement strategy. I use it each day. The strategic value and personal attention have been top notch. Highly recommended for anyone needing financial guidance.
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Response from developer
Wow, thank you so much for sharing your thoughts and we're happy to hear that it's been valuable for you! Please don't hesitate to reach out if there's anything we can do to improve your Mezzi experience.
Great App
I’ve been using Mezzi wealth for about 5 months so far. It’s been an amazing resource. As a self directed investor, I really appreciate the insights it provides. When I have had issues, the support team has been very quick and responsive. The app keeps getting better and better with updates and new features. Keep up the Great work Team Mezzi!!
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Response from developer
We're glad to hear that you are loving Mezzi and we expect to keep on improving each week for you! Don't hesitate to reach out any time if we can help.
Version 0.01
Rudimentary product, expensive, can’t properly classify assets or properly assess portfolio income. No free trial period, CFO Silvia much better. Don’t waste your time or $ on this
Not ready for public use
It said I had $5000 losses on Total Stock index. I was unable to find the lot with cost basis it recommended selling, so I asked it follow up questions. Eventually, it admitted that since all of the cost basis prices were the same, then brokerage uses average cost, so there was no tax loss to harvest.
It suggested a Total Stock index as a tax loss harvesting pair for a Bond index.
It suggested a Total Stock index as a tax loss harvesting pair for a Bond index.
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