If you want a service that offers you personalized investment advice and tries to cut your fees, Mezzi is worth a look. Mezzi consolidates multiple investment accounts into one view and offers AI-based advice to optimize your portfolio, cut fees and make tax-smart decisions. It also offers personalized portfolio rebalancing, tax optimization and the ability to find cheaper alternatives to funds you already own. The service is designed to protect user privacy and security, so your data is kept private.
Another good option is Zactor Tech, a digital financial wellness platform that offers a broader range of services. It offers personalized insights and advice to manage your savings, goals and retirement. With AI-based investment advice, detailed analytics and strong security, Zactor Tech is designed to help people with varying levels of financial sophistication make good decisions. It also offers financial planning calculators to optimize investments and tax advice.
If you want an AI-based financial planning service, MyInvestment-AI offers a personalized investment plan based on your goals, risk tolerance and financial situation. The service provides detailed explanations of investments and offers tiered pricing, including a money-back guarantee and limited-time discounts. Whether you're a novice or a sophisticated investor, MyInvestment-AI offers AI-based advice to help you make good investment decisions.
Last, Kniru is an AI-based financial advisor service that offers hyper-personalized financial management and advice on investments, spending, retirement savings and tax advice. Kniru offers features like personalized savings advice, bill due date tracking and overspending alerts so you can keep tabs on your spending. Its interface is designed to be easy to use, and it supports multiple countries for more global financial planning.