Question: Is there a service that consolidates investment accounts and provides AI-powered recommendations for better returns?

If you're looking for a service that consolidates investment accounts and offers AI-powered recommendations for better returns, Mezzi is a standout option. Mezzi lets you oversee multiple investment accounts in one place, with AI-powered recommendations to help you optimize your portfolio. That includes personalized portfolio rebalancing, tax optimization through advanced calculators, and the ability to find cheaper alternatives to funds you already own. The service also offers market and portfolio analysis, tax-loss harvesting, and AI-powered replacement suggestions to keep your exposure to sectors while avoiding IRS wash sale rules.

Another good option is Pluto. Pluto offers intelligent portfolio management and real-time market data to help you make more informed investment decisions. By connecting all your financial accounts, Pluto offers personalized portfolio optimization recommendations and includes relevant charts with your questions. The service uses AI to answer your investment questions immediately, drawing from more than 40 sources, including Zacks, Motley Fool and Market Watch.

MyInvestment-AI is another option. This AI-based financial planning service offers personalized investment advice based on your goals, risk tolerance and financial situation. With details like investment breakdowns and country-specific regulations, MyInvestment-AI can help you make more informed decisions. It offers several pricing plans, including a free option, so it can accommodate investors at different levels.

If you want a more complete financial management experience, Kniru offers hyper-personalized financial advice through chat, covering investment advice, expense management, retirement planning and more. With features like personalized savings recommendations, bill due date reminders and portfolio updates, Kniru helps you stay on top of your financial situation.