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
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Investment Monitoring
Monitors the performance of savings and investmentsTax Reports
Helps to calculate the tax payable on different Income types and prepares a tax reportFinancial Dashboard
All in one dashboard that presents the financial performance.Reports
Comes with reporting capabilities and features custom pre-built reportsLoan Management
Keeps track all your debts, loans, interests and incorporate in your budgetProperty Management
Track & manage documents, expenses, income, loans, etc related to all rental properties.Transaction History
Allows to verify or check all your historical transactions anytimeSpending Limit
Allows to set a spending limit to control overspending and ensures it is in-line to budgetSpend Tracker
Tracks expense and spend patterns to make your finances manageableExpense Groups
Allows to categorize or group the transactions with common attributesBudgeting
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 duePayment Gateway
Facilitates payments for bills, membership, donation, etc.Free Trial
Not available
Pricing Options
Freemium ( Limited Features )
Premium Plans ( Subscription )
Pricing Plans
Free Free
Features
Autonomous Wealth $9.99 $9.99 per month
Features
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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.
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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Vendor Details
San Francisco, CaliforniaContact Details
Not available
https://www.mezzi.com/
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