Question: I need a platform that offers tax-smart investment strategies and helps minimize capital gains taxes.

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Mezzi

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.

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Zactor Tech

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.

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Soon

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.

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