Mezzi is a modern investment platform that simplifies portfolio management. It integrates your brokerage accounts for a complete financial overview. AI-driven analytics uncover hidden fees, tax-saving strategies, and rebalancing opportunities. The platform alerts you to wash sales and other portfolio inefficiencies. This helps investors make smarter decisions without costly advisors. Security is ensured via trusted third-party integrations. Setup takes minutes, providing immediate benefits for your investments.
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