Delegate to Mezzi

We're expanding beta access to a powerful new feature.

You have better things to do than keeping track of big market moves, always updating that Roth conversion analysis, or worrying about how the latest tax code changes are impacting your wealth.

So, delegate it all.

Now in beta: Delegate with custom notifications

Hand off the things you’d normally have to check yourself, like:

• Make sure there is always enough cash in Chase checking accounts to cover my credit card balances

• Each day, cover the major news moving my portfolio

• Let me know if my allocation to tech goes above 25%

Get notified daily, weekly or monthly by email or push notification on iOS.

How to delegate

Go to Mezzi's AI Chat and say: “Every Friday, tell me the total balance across my checking, savings, and credit card accounts.”

Want to change something? Just ask. “Remove my AI exposure monitor.” Gone.