If you're looking for a service to connect your retirement accounts, including IRAs and 401(k) rollovers, to an automated trading system, Composer is a strong contender. Composer uses AI to create and execute trading plans based on your objectives and risk profile. It connects to retirement accounts, including Traditional and Roth IRAs and 401(k) and 403(b) rollovers. You'll get a 1% transfer bonus and no outgoing transfer fees. The service costs $24 per month or $288 per year for unlimited automated trading.
Another strong contender is Mezzi, which consolidates multiple investment accounts into a unified view of your portfolio performance. Mezzi offers AI-driven recommendations to optimize your portfolio, reduce fees and make tax-efficient decisions. It includes personalized portfolio rebalancing, tax optimization and market and portfolio analysis. With two pricing plans, including a free option, Mezzi is easy to use and secure, with your data kept private and not shared with third parties.