Fintso Mezzi

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Fintso:

About

The cutting-edge wealth tech platform creates access to valuable industry resources and industry-leading capabilities. Advice, execution, monitoring, and reporting that truly sets you apart. Completely digitize your practice and get the tools that enable you to focus on your clients. Increase the share-of-wallet of clients by offering them access to investments in global stocks and ETFs. Share the success of your favorite global brands, unlocking opportunities for you through portfolio diversification. 53% of individual wealth in India is in the form of fixed deposits and savings. Investors look for a safe place to park funds, in a name they trust. Increase your wallet share by offering corporate FDs from one of the most respected brands in India. Address the growing need of clients to access the stock market. Unique baskets of Indian equities for your clients are executed seamlessly. Take care of your clients’ needs beyond investments.
Mezzi:

About

Mezzi is a new way to build wealth and access insights currently reserved for those with expensive wealth advisors. Keep all of your investment accounts and use Mezzi's personalized steps to save on capital gains taxes, reduce fund fees, increase passive income, and optimize your portfolio allocation. Smart investing requires seeing your investments in one place. Compare performance and allocations across your different accounts and start optimizing. Mezzi's suggestions will help you rebalance your allocations and put your extra cash to work. Managing your investment taxes is complicated. Mezzi's advanced calculators and AI-powered suggestions make it simple to save on taxes. Mezzi's AI suggests less expensive funds with similar exposure so you can save thousands in fees. At Mezzi, your privacy and the security of your data are paramount to us. With an ad-free experience, you can trust that your data remains exclusively yours, we will never sell it to third parties, today or ever.
Fintso:

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Mezzi:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Fintso:

Audience

Wealth managers and advisors in need of a solution to improve the execution, monitoring, and reporting of investment operations
Mezzi:

Audience

Professional users wanting a tool to manage their investment accounts and access portfolio insights
Fintso:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Mezzi:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Fintso:

API

Offers API Not Supported
Mezzi:

API

Offers API Not Supported
Fintso:

Screenshots and Videos

Mezzi:

Screenshots and Videos

Fintso:

Pricing

Free
Free Version Supported
Free Trial Not Supported
Mezzi:

Pricing

$9.99 per month
Free Version Supported
Free Trial Not Supported
Fintso:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Mezzi:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Fintso:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Mezzi:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Fintso:

Company Information

Fintso
India
www.fintso.com
Mezzi:

Company Information

Mezzi
www.mezzi.com
Fintso:

Alternatives

Mezzi:

Alternatives

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Categories

Wealth Management Supported
Mezzi:

Categories

Wealth Management Supported
Fintso:

Integrations

No info available.
Mezzi:

Integrations

No info available.
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