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.
Platform
ios
Mezzi's Core Features & Benefits
The Core Features of Mezzi
Investment tracking
Tax optimization
Portfolio insights
Account sync
Performance benchmarking
The Benefits of Mezzi
Saves time
Reduces financial risk
Optimizes tax outcomes
Simplifies investment management
Mezzi's Main Use Cases & Applications
Individual account management
Family investment planning
Tax optimization strategies
Real-time investment insights
FAQs of Mezzi
What is Mezzi?
Mezzi is a tool that simplifies investment management and provides detailed insights and optimization for your portfolios.
How do I use Mezzi?
Download the iOS app, create an account, connect your investment accounts, and monitor performance and tax implications.
What platforms does Mezzi support?
Mezzi supports iOS devices.
Can Mezzi help with tax optimization?
Yes, Mezzi provides insights into gains and losses to help you make tax-efficient decisions.
Is Mezzi free to use?
Mezzi offers free and potentially premium tiers depending on additional features.
How does Mezzi integrate with brokerages?
Mezzi connects with major U.S. brokerages to sync your investment accounts for comprehensive tracking.
Who can benefit from using Mezzi?
Individual investors, financial advisors, and anyone managing multiple investment accounts can benefit.
What insights does Mezzi provide?
Mezzi offers insights on portfolio gains, losses, performance benchmarks, and tax implications.
Does Mezzi track real-time performance?
Yes, Mezzi provides real-time updates on your portfolio’s performance.
Can I invite a partner to use Mezzi?
Yes, you can invite partners or spouses to collaborate on investment tracking and planning.