Mezzi simplifies and optimizes your investment management across various taxable and retirement accounts. By providing comprehensive insights and tools, Mezzi aids in maintaining and growing your wealth efficiently.
Mezzi simplifies and optimizes your investment management across various taxable and retirement accounts. By providing comprehensive insights and tools, Mezzi aids in maintaining and growing your wealth efficiently.
Mezzi offers a streamlined solution for managing multiple investment accounts. It provides detailed analysis and insights into your portfolio's performance, letting you see gains, losses, and tax implications for every stock. Its tools help avoid wash sales and ensure you stick to your investment strategy. Mezzi’s integration with major U.S. brokerages makes it easy to consolidate, track, and manage all your investments in one place, saving you time and optimizing your financial growth.
Who will use Mezzi?
Individual investors
Financial advisors
Retirees
Taxable account holders
Pension fund managers
How to use the Mezzi?
step1: Download the Mezzi app from the iOS store.
step2: Create an account with Mezzi.
step3: Connect your investment accounts from major U.S. brokerages.
step4: Use detailed insights to monitor gains and losses.
step5: Track tax implications and avoid wash sales.
step6: Adjust and manage your investment strategy as needed.