Demo account. Figures shown for illustrative purposes only.
Every payday, Advizmo figures out exactly how much is safe to invest after bills and buffer.
Moves it. Invests it. Cuts your tax bill.¹ Automatically.
Tracks income and upcoming bills to calculate exactly how much is safe to invest. Not a rough guess.
Moves idle cash into money market funds or diversified portfolio automatically. Pulls cash back to checking if running short.
Tax-optimized selling, tax-loss harvesting, automatic rebalancing. The stuff advisors charge 1% for.² No other app does all three.
¹ Cuts your tax bill" refers to tax-loss harvesting and tax-optimized selling features designed to reduce taxable gains. Actual tax savings depend on individual tax situation, portfolio size, holding periods, income, and state of residence. Not tax advice. Individual results vary.
² Per 2024 Kitces Research, 1% is the median AUM fee charged by financial advisors on portfolios up to $1M.
Your checking account is losing to inflation. Advizmo puts your idle cash to work.
Before Advizmo
No automatic growth
-$200
Lost to inflation annually
Checking Account
$10,000 at 0% APY
After Advizmo
Your Money Investing & Tax Smart
+$675
Generated annually
Auto-Invested
$10,000 auto-invested at 7% avg return
Pay less tax, automatically
Many wealthy investors use tax optimization to reduce their taxes.
Advizmo brings it to everyone, automatically.
Tax-loss harvesting
Automatically sell losing positions to offset gains
Tax Optimized Selling
Designed to reduce taxes on withdrawals. Wash sale prevention included.
Daily tax-loss harvesting
Daily monitoring means more chances to capture tax losses.
*Hypothetical illustration. Assumes a single $200,000 investment held 20 years with no additional contributions, at the constant annual rates shown. Actual returns vary year to year, and the sequence in which returns occur affects outcomes. The illustration shows uninterrupted growth and does not depict the declines that occur in real market periods. The 7.0% rate is the long-term inflation-adjusted total return of the S&P 500 including dividends, from Damodaran, A., Stern School of Business, New York University, Annual Returns on Stock, T. Bonds and T. Bills, 1928 to Current. Figures are therefore shown in today's dollars rather than future dollar amounts.
Taxes on eventual sale are not modeled. Advizmo's advisory fee and subscription costs are excluded and would reduce results over time.
Results do not predict or represent the performance of any Advizmo portfolio. Past performance does not guarantee future results. Investing involves risk, including loss of principal. Not tax advice.
Demo account. Figures shown for illustrative purposes only.
Paycheck in. Portfolio working.
30-day free trial. Then $3/mo until $1K auto-invested. Introductory rate.
Frequently Asked Questions
Start investing. Tax Smart.
Automatically.
Put your idle cash to work while staying ahead of your bills.
