New in Mezzi: Personalize Mezzi AI

We're excited to share several updates that make Mezzi's AI Chat much faster and more personal. TL;DR: Better wealth guidance, delivered in real-time.

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💨 Faster Responses

See answers as they're being generated - no more waiting for complete responses. Watch your insights appear in real-time.

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💡 Discover More with Related Questions

Each conversation with Mezzi AI now suggests related questions to help you:

• Explore different angles of your financial situation
• Uncover new insights about your portfolio
• Get more detailed analysis of specific topics

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🎯 Customize Mezzi AINow Mezzi AI can provide more tailored guidance when you share details like:

• "I want to retire at 55"
• "$300K of home equity"
• "$200K of startup equity"
• "Want to pay for children's college in 18 years"
• "$250K annual income and $150K annual expenses"
• "I have a high risk tolerance"
• "I prefer tech stocks with over 20% revenue growth"
• "I have NVDA, TSLA, and PLTR on my watchlist"

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Enter your personal details, then ask AI Chat for guidance on:

• Building a retirement plan
• Saving for children's education
• Uncovering investment opportunities
• Aligning your portfolio with your risk tolerance
• And much more!