***Custom AI notifications—in Beta***
Set up notification rules within Mezzi's AI Chat like "tell me when my tech allocation exceeds 40%" or "notify me when I have over $5K in idle cash," and get a push notification and email when they trigger.

Plus, bug fixes and performance improvements.

Bug fixes and enhancements.

Bug fixes and enhancements.

***Updates to Exposure X-Ray, Enhanced AI Chat***
Exposure X-Ray: We're bringing X-Ray to the Allocation page: See your true sector and asset exposure through ETFs and mutual funds directly in the Allocation detail view. For example, now understand your true exposure to technology including what sits inside your ETFs. This data is also accessible via AI Chat queries.

AI Chat: Responses are even better with built in web search. See how the latest IRS changes or geopolitical issues are impacting your portfolio.

Plus, we've enhanced the AI Chat experience on iOS with haptic feedback and created a more responsive sign-up and onboarding experience on web and mobile.

We've also made various bug fixes and performance improvements.

Bug fixes and enhancements

AI Chat enhancements

Bug fixes and enhancements

Stay in control of your portfolio connections and conversations. This update brings manual refresh controls so you can pull the latest data from your linked brokers on demand. You can now delete past AI chats to keep your history tidy. We've also improved AI model accuracy and made the subscription management screen clearer — your current plan and its benefits are now easy to find.

Bug fixes and enhancements.

Bug fixes and enhancements.

Updated prices

New rates will allow us to deliver more value to all customers as we build the next generation of wealth management:

Core — $299/year (or $179 semi-annually)
Mezzi Advisor for AI fiduciary advice, unlimited AI analysis, and our Research Assistant
24/7 monitoring, tax optimization, and risk/allocation insights across all accounts
Standard AI model (the $199/year base membership offered today also gets you access to the advanced AI models included Plus)
 
Plus — $499/year (or $299 semi-annually)
Everything in Core
Choice of AI model, including advanced reasoning models
Deep Thinking for more complex planning, deeper analysis, and longer-form reasoning
Priority support by text, email, and phone
Early access to new features
 
White Glove — $1,499/year (or $899 semi-annually)
Everything in Plus
Hands-on AI support, including unlimited calls with our team

User interface enhnacements for Research Assistant and Mezzi Advisor.

Enhanced AI chat experience: Improved scrolling for Advisor chat responses, plus copy your questions and answers from Mezzi Advisor and Research Assistant.
Refresh your brokerage and bank connections directly from Profile. View connection details for your linked accounts.
Plus, bug fixes and performance improvements.

Enhanced AI chat with improved response quality and accuracy. Better asset categorization for bonds and index funds. iPad support - access Mezzi through your browser on iPad. Improved web navigation with scroll bars for easier browsing. Plus, bug fixes and performance improvements.

What’s New:
	∙	Enhanced AI chat controls with new stop button for managing responses
	∙	Improved broker connection experience
	∙	Improved performance of Mezzi advisor and research assistant
	∙	Updates to retirement calculations
	∙	Performance improvements

***Updates and Enhancements***
Personalized risk tolerance
Customize your risk level for personalized Mezzi Advisor recommendations, Such as investing idle cash or concentration risk

AI Personalization
AI personalization found on the profile page of the app can now accommodate larger character limits for enhanced personalization.
Added in-app explanations to differentiate between Mezzi Advisor and Research Assistant. Mezzi Advisor provides fiduciary advice. Research Assistant is great for portfolio analysis, synthesizing general wealth management concepts, and researching different investment options, among other capabilities

Fixes
Streamlined account deletion found on the profile page of the application
Resolved caching issues for Mezzi's web application (app.mezzi.com)

***Introducing Mezzi Advisor***
Introducing personalized fiduciary advice, available 24/7:
SEC-registered investment advisor providing professional guidance
Holistic recommendations across your entire net worth
Personalized insights based on 20+ personal inputs including retirement goals, risk tolerance, tax situation, and more
Available directly in the app alongside your AI Research Assistant

***Upgraded: AI Research Assistant***
Your familiar assistant has been enhanced.
The AI Research Assistant is best for research and analysis, including analyzing portfolio performance, risk, allocation, and investment options.
Now collaborates with Mezzi Advisor for comprehensive wealth guidance
Improved context awareness for more relevant responses
Cleaner, more intuitive chat experience
Faster response times

Other updates and bug fixes:
Fast and Pro Gemini AI models
Tax calculation bugs
Chat scroll behavior fixes
Face ID and Shake for Privacy functionality
Various UI fixes for sign in and onboarding

Streamlined broker and bank connection flows, including additional backup connection paths.

**AI Chat Update**
You can now revisit previous AI chats.

**AI Chat Update**
You can now revisit previous AI chats.

Expanded model access including GPT 5 and GPT 5 Thinking

Bug fixes & enhancements
Improved refresh of brokerage connections via Snaptrade
Fixed invitation flow of collaborators on web

iOS update introduced a bug when inviting a collaborator. We have resolved this.
AI Chat user experience updates, including improved chat scroll behavior and message animations for smoother performance.
General stability and performance improvements.

Enhancements & bug fixes

***New: Easy copy and paste of your AI chat conversations and tables, while maintaining formatting***
Plus:
Vehicle entry: fixed duplicate entries when using the Back button.
Manual holdings: fixes to input of cash
Survey notifications: resolved repeat survey notifications
Resolved duplicate cash balances for Fidelity accounts connected via Snaptrade