Question: Can you recommend an investment platform that offers personalized guidance and portfolio management?

If you want an investment platform that offers you some help with guidance and portfolio management, Magnifi is a good option. It offers guided plans, conversational advice and AI-driven investing. It's integrated with a range of brokerages, including Robinhood, E*TRADE and Charles Schwab, so you can track and manage investments across accounts. It also offers high-yield savings accounts and features like hidden risk detection and news alerts, all through a flat-rate subscription with no fees.

Another option is Investipal, which offers a more advanced, personalized portfolio management experience. That includes a personalized portfolio assistant, detailed portfolio analysis and risk-free virtual portfolio experiments. Investipal is designed for both individual investors and professional advisors, with tools for portfolio construction, AI-driven optimization and compliance management. It's integrated with hundreds of brokerages and has a strong focus on user data security, with fully encrypted platforms and minimal PII collection.

Pluto is another option. This AI-driven investment advice service offers real-time market data and intelligent portfolio management. By connecting financial accounts, Pluto offers portfolio optimization advice and smart summaries to help you make decisions. Pluto offers a free tier and a Pro tier for $8 per month, so you can get relatively simple and reliable AI-driven investment advice to steer your financial course.

Last, Mezzi offers a service that aggregates multiple investment accounts into a single view and offers AI-driven advice to optimize your portfolio. It offers features like personalized portfolio rebalancing, tax savings and market analysis. Mezzi is designed with user privacy in mind and offers a free plan with basic features, as well as a premium plan for $9.99 per month.