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What is Mezzi?

Mezzi presents a groundbreaking method for wealth accumulation, granting access to insights that were previously reserved for those who could afford expensive financial advisors. You can maintain your existing investment accounts while implementing Mezzi's customized strategies designed to reduce capital gains taxes, decrease fund fees, boost passive income, and optimize your portfolio allocation. Successful investing requires a holistic perspective on your assets, and Mezzi enables you to assess performance and distribution across various accounts, setting the stage for improved investment outcomes. The platform provides actionable recommendations that aid in rebalancing your allocations effectively, ensuring your surplus cash is utilized more efficiently. While managing investment taxes can often feel overwhelming, Mezzi's advanced calculators and AI-driven suggestions streamline this process, helping you achieve significant tax savings. Additionally, the AI capabilities of Mezzi help discover more cost-effective funds that offer similar benefits, potentially saving you substantial amounts in fees. At Mezzi, safeguarding your privacy and data security is our top priority. Our dedication to maintaining an ad-free ecosystem guarantees that your information remains private and will never be disclosed to any external parties. Moreover, with our intuitive interface and comprehensive features, you'll discover that overseeing your investments has become remarkably simple and accessible. This combination of technology and user-centric design makes Mezzi a compelling choice for anyone looking to enhance their investment experience.

What is Comarch Wealth Management?

Comarch Wealth Management is a comprehensive platform that equips you to provide exceptional investment guidance to a diverse clientele, regardless of their evolving needs. Within minutes, you can determine the next steps to take, fostering continuous communication and building enduring relationships. Our system supports both clients and advisors in making informed investment choices methodically. Regardless of the volume of clients or their specific segments, the quality of your service will remain consistently high, irrespective of your advisors' experience levels. The platform enables you to grasp a client's entire investment landscape with just a quick look, facilitating precise recommendations within a single meeting. Accessibility is enhanced through features like a client app, virtual meetings, and collaborative investment ideas. Moreover, staying updated on market trends and client activities becomes simpler, ensuring you remain well-informed and responsive to changes. Ultimately, this approach not only streamlines processes but also strengthens the bonds with your clients.

Media

Media

Integrations Supported

Airstack
ArcGIS
Check Point Quantum Network Security
Cisco ACI
EGrAMS
Fortinet SD-WAN
HPE Consumption Analytics
IBM Cloud
Juniper Booking Engine
Microsoft 365
Oracle Cloud Infrastructure
Palo Alto Networks NGFW
Red Hat Cloud Suite
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud
Veritas NetBackup

Integrations Supported

Airstack
ArcGIS
Check Point Quantum Network Security
Cisco ACI
EGrAMS
Fortinet SD-WAN
HPE Consumption Analytics
IBM Cloud
Juniper Booking Engine
Microsoft 365
Oracle Cloud Infrastructure
Palo Alto Networks NGFW
Red Hat Cloud Suite
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud
Veritas NetBackup

API Availability

Has API

API Availability

Has API

Pricing Information

$9.99 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Mezzi

Company Website

www.mezzi.com

Company Facts

Organization Name

Comarch

Date Founded

1993

Company Location

Poland

Company Website

www.comarch.com/finance/banking/comarch-wealth-management/

Categories and Features

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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