If you're looking for an AI-powered investment advisor that offers neutral advice and integrates with multiple brokerages, Magnifi is a great option. It can link to brokerages like Robinhood, E*TRADE and Charles Schwab so you can monitor and manage your investments across multiple accounts. It offers personalized investing, risk assessment and news and trend monitoring. With a flat-rate subscription and no order flow or asset management fees, Magnifi is designed to be secure and easy to use, available for Apple and Android devices.
Another good option is Investipal, which offers a personalized portfolio management experience. It includes a personalized portfolio assistant, detailed portfolio analysis and a simple onboarding process through a questionnaire. Investipal is geared for both individual investors and professional advisors, with tools for personalized portfolio construction and AI-powered compliance oversight. It can link to hundreds of brokerages for easy integration, and it makes user data security a top priority.
For real-time market data and intelligent portfolio management, Pluto is also worth a look. Pluto uses AI to answer your investment questions in real time, based on data from more than 40 sources including Zacks and Market Watch. It offers real-time data, smart summaries and scheduled reminders to help you make decisions. You can connect all your financial accounts for a unified view of your investments.
Mezzi is another good option, with AI-powered recommendations to optimize your portfolio and cut fees. It offers personalized portfolio rebalancing, tax optimization and market analysis. With a focus on user privacy and security, Mezzi lets you maintain exposure to a sector but avoid IRS wash sale rules.