New in Mezzi: Gemini 3.1 and new controls

Gemini 3.1, refresh accounts, and delete chats

Here is the first of three Mezzi updates this week. What's new:

Gemini 3.1 is now available

We’ve added Gemini 3.1 to Mezzi’s AI. This version is designed to provide enhanced support for complex financial analysis.

Compared with the prior model, it is significantly better at multi-step reasoning, more consistent when running calculations, and better equipped to handle a broader range of questions across your portfolio. You can use it for retirement scenario planning and to explore different ways to rebalance your portfolio.

Tip: Targeting a specific allocation? Add your targets to the AI personalization section of your Financial Profile. Mezzi's AI will then help keep you on target.

Force refresh connections

Portfolio data typically updates once a day. If something looks off or you want the latest data now, go to Financial Profile → Accounts, tap Manage next to the institution and choose Refresh connection. You can refresh a connection once an hour.

Delete past chats

Want to clean up your Advisor chat history? On iOS, open Advisor, tap the history icon at the top left, swipe left on a chat and tap Yes. On web, click the history icon next to + in the Home chat box, choose View all, hover over the chat, click the trash icon and click Yes. See How to Delete AI Chat History in Mezzi.