If you want a service that can provide tax-aware investment advice, Mezzi is worth a look. Mezzi consolidates multiple investment accounts into one view and offers AI-driven advice to rebalance your portfolio to minimize fees. It offers personalized portfolio rebalancing, tax optimization through advanced calculators and tax-loss harvesting. Mezzi is designed with user privacy and security in mind, and offers two pricing plans: a basic plan with limited features and an Autonomous Wealth plan ($9.99/month) with advanced features.
Another contender is Zactor Tech, a digital financial wellness platform that offers personalized insights and advice. Zactor Tech offers detailed analytics, AI-driven investment advice and strong security. It includes financial planning calculators to optimize investments and tax strategies, so it's accessible to those who don't have a lot of financial expertise. It's registered with AMFI, which means you can trust your investment journey.
If you're interested in cryptocurrency investments, Soon offers an automated investment management system. Soon connects to popular exchanges and offers features like auto-buy and auto-sell, dollar-cost averaging and tax-loss harvesting. It also can help protect against market downturns and optimize your tax situation, so it's a good option for crypto investors. Soon offers a variety of pricing plans for individuals, teams up to 10 people, and teams up to 100 people.