Description
Advizmo: Automated Investing & Cash Management
Advizmo is your SEC-registered investment advisor that automatically monitors your money, identifies excess funds, and invests in tax-optimized portfolios, so you can stop leaving money on the table.
What Advizmo Does:
- Monitors all your accounts and does the calculations for you
- Identifies excess cash in your checking account
- Automatically invests in professionally designed, diversified portfolios
- Makes tax-optimized sales to reduce your tax bill
- Rebalances your portfolio with every purchase
- Alerts you if checking is short for upcoming bills
Built for Busy People:
The average user has $10,000+ in excess funds that could be earning more. Advizmo's tax-loss harvesting and rebalancing strategies can save you thousands in taxes while ensuring every dollar works harder for you, automatically.
Key Features:
- Expert-Built Portfolios: Diversified investments designed by financial professionals
- Tax Optimization: Automatic tax-loss harvesting to minimize your tax burden
- Intelligent Cash Management: Identifies excess funds for investment or high-yield savings
- Real-Time Monitoring: Track your investments and account balances anytime
- Smart Alerts: Get notified when checking is low or bills are due
- SEC-Registered Advisor: Professional investment management you can trust
How It Works:
1. Connect your accounts securely
2. Set your target checking balance
3. Advizmo analyzes your cash flow and identifies excess funds
4. Excess cash is automatically invested in tax-optimized portfolios
5. We continuously monitor, rebalance, and optimize your investments
Simple Pricing:
$99.99/year (7-day free trial)
$14.99/month (7-day free trial)
Cancel anytime in your iPhone settings
Why Advizmo:
Stop manually managing your investments and doing all the calculations every payday. Stop leaving cash earning 0%.
Advizmo handles everything, from identifying excess funds to tax-loss harvesting, so you can focus on living your life while your money works smarter.
Advizmo is a registered investment advisor (TalkAboutHealth, Inc. DBA Advizmo). Investing involves risk including potential loss of principal.