Mezzi

What Mezzi is

Mezzi is a wealth analysis layer for self-directed investors: it reads your accounts together, surfaces allocation imbalances, tax opportunities and retirement planning insights that single-account views miss.

What you can do with it

• See holdings across accounts combined
• Spot tax loss harvesting candidates
• Review retirement allocation paths
• Identify concentration risks
• Model allocation changes

Who it is for

• Self-managed investors
• Advisers preparing client material
• Households planning retirement

What to watch out for

• Tax suggestions depend on your full situation; a tax professional must confirm before execution
• Analysis is not personalised financial advice
• Account aggregation means sensitive data access; verify security credentials
• Retirement projections rest on assumptions that may not hold