New in Mezzi: More powerful AI

Over the past several weeks, we've upgraded the AI Chat experience, with more coming soon. Here's a quick rundown.

Upgraded web interface

When you open Mezzi on web, you'll see a new interface. Now you can toggle your AI chat to full screen, making it easier to consume longer responses and view large tables.

You can still:

• Access your message history
• Start a new chat
• Copy or share your chats

This is the first of several upcoming desktop upgrades.

A more powerful AI

Recent upgrades to our AI system:

Delegation: Stop checking, start delegating. Mezzi's AI can now monitor your portfolio for you and reach out when something needs your attention. Just ask in plain English — "let me know if my allocation to tech goes above 25%" or "alert me when I have over $5K in idle cash" — and get notified daily, weekly, or monthly by email or push. More delegation capabilities are coming.

Precision: We rebuilt much of the foundation for Mezzi's AI to drive more precise responses. Responses now incorporate all of your account tags, so you should notice even greater accuracy.

Reliability: A small number of members hit an issue where AI responses would stall. That's now fixed.

Comprehensiveness: Mezzi's AI has expanded context and now has greater ability to capture your entire financial profile.

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Disclosures:

Features and capabilities described may not be suitable for all users.

Mezzi is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.