This task can be performed using Mezzi
Mezzi is the future of money management made simple.
Best product for this task
Mezzi
fintech
Mezzi is a new way to take control of your financial future. By eliminating advisor fees, it keeps more of your money working for you.

What to expect from an ideal product
- Mezzi cuts out the middleman by removing traditional financial advisor fees that can eat up 1-2% of your investment returns each year
- The platform gives you direct control over your investment decisions without needing to pay someone else to make those choices for you
- You keep more of your actual returns since there are no management fees being deducted from your account balance over time
- Mezzi provides the tools and guidance you need to manage your own portfolio instead of paying hundreds or thousands in advisor costs
- The system lets you build wealth faster by ensuring advisor fees don't drain your compound growth potential year after year
