About Mezzi

Mezzi provides financial advice for professionals that want to build long-term wealth. With Mezzi, they can access insights typically reserved for high-cost wealth advisors so that they can make informed decisions about their investments. Mezzi also makes it simple to manage their portfolio regardless of how many accounts they have. Its personalized tax advice helps they save on capital gains taxes, while their fee analysis lets they spot any potential overcharges. Mezzi is a comprehensive solution for all their wealth-building needs. It starts with an innovative asset allocation helping they decide where their money should go. That's followed by a tailored portfolio review so they know how to get the most out of their money. Along the way, Mezzi offers personalized tax and fee preconciliation services to ensure they’re making the right moves for their finances. But Mezzi doesn't just provide valuable advice and guidance it also helps them maximize passive income. Its comprehensive reporting feature takes all of their accounts into account and then provides detailed analysis so that they can uncover potential gaps in their portfolio and make the right decisions for their future. Mezzi makes building long-term wealth simple and efficient. Its comprehensive suite of services, personalized advice, and intuitive interface are designed to save they time and put their finances on a path toward a secure financial future.

Pricing

Free Trial Not Available
Starts at $9.99. Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%
Reviews

60%
Momentum

69%
Popularity

69%

Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Mezzi Features

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Personal Finance Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%

Investment Monitoring

Monitors the performance of savings and investments

Tax Reports

Helps to calculate the tax payable on different Income types and prepares a tax report

Financial Dashboard

All in one dashboard that presents the financial performance.

Reports

Comes with reporting capabilities and features custom pre-built reports

Multi-Currency

Enables payment and collection in multiple currencies.

Loan Management

Keeps track all your debts, loans, interests and incorporate in your budget

Property Management

Track & manage documents, expenses, income, loans, etc related to all rental properties.

Transaction History

Allows to verify or check all your historical transactions anytime

Spending Limit

Allows to set a spending limit to control overspending and ensures it is in-line to budget

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Expense Groups

Allows to categorize or group the transactions with common attributes

Budgeting

Prepares a plan to spend your money by balancing income and expenses.

Bills Management

Facility to add manage purchase bills and get reminded if bills are due

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Mezzi Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Free Free

Features

View family’s investments in one place
Benchmark performance
Monitor allocations

Autonomous Wealth $9.99 $9.99 per month

Features

Personalized tax-savings
Personalized analysis of fund fees
AI-powered buy & sell suggestions

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Disclaimer: The pricing details were last updated on 18/12/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Mezzi Pricing