Advizmo. Auto-Invest & Save
Expert Portfolios, Tax-Smart
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
Three money problems most people have. Cash sitting idle. Tax opportunities missed. Manual rebalancing. Advizmo fixes all three, automatically. 30-day free trial.
ADVIZMO. AUTOMATED INVESTING & CASH MANAGEMENT
Put your excess cash to work. Advizmo monitors your checking account, identifies funds ready to invest, and invests them in expert-built portfolios that stay tax-optimized year-round with daily tax-loss harvesting and tax-optimized sales when you withdraw.
THE PROBLEM. Idle cash earning nothing in checking. Missed tax-loss optimization. Manually calculating ready-to-invest amounts. Forgetting to rebalance.
WHAT ADVIZMO DOES. Calculates ready-to-invest amounts from your linked accounts. Invests excess cash into expert-built, diversified ETF portfolios. Applies daily tax-loss harvesting that may help offset capital gains. Uses tax-optimized sales when you withdraw. Rebalances with every purchase. Alerts you if checking is short for upcoming bills.
AI FINANCE ASSISTANT. Ask money questions out loud and get instant answers based on your actual financial picture. "How much did I spend on dining last month?" "What's my cash sitting idle?" "Am I on track for my emergency fund?" Educational only, not personalized investment advice.
HYPOTHETICAL ILLUSTRATION (educational, not a prediction). At an assumed 7% gross annual return, $10,000 would hypothetically grow to approximately $13,862 over 5 years, net of the 0.25% advisory fee. The 7% assumption is below historical long-term U.S. equity returns. Actual returns will vary, may be negative, and are not guaranteed.
HOW IT WORKS (illustrative, not actual client results).
1. Connect your accounts securely.
2. Set your target checking balance (e.g., $3,000 for bills).
3. If you have $7,500 and need $3,000 for bills, roughly $4,500 may be identified as ready to invest.
4. Automatic investment into your expert-built, tax-optimized portfolio.
5. Continuous monitoring, rebalancing, and tax-loss strategies.
TWO WAYS TO USE ADVIZMO.
Automated Financial Assistant + Cash Management. Subscription from $2.99 to $14.99/month, or $29.99 to $99.99/year. 30-day free trial. Waived when auto-invest balance reaches $1,000.
Auto-Invest Account. Free to open, no minimums. 0.25% annual advisory fee on invested assets, deducted quarterly in arrears. Custody by Interactive Brokers LLC, member FINRA/SIPC.
Start your 30-day free trial today.
IMPORTANT DISCLOSURES.
Advisory services through TalkAboutHealth, Inc. DBA Advizmo, an SEC-registered investment advisor (SEC File No. 801-133876). Registration does not imply a certain level of skill or training. Advizmo is not a bank, tax advisor, attorney, or CPA.
The AI Finance Assistant provides educational information and account analysis only. Not personalized investment, tax, or legal advice. Responses may contain errors. Advisory services are governed by your advisory agreement and Form ADV Part 2A.
Tax-loss harvesting and rebalancing may help offset capital gains but effectiveness depends on your full tax and investment profile. Not tax advice.
Hypothetical illustration assumes $10,000 at a constant 7% gross return over 5 years, less the 0.25% fee (6.75% net). Not a prediction. Actual returns will vary and may be negative. Past performance does not guarantee future results. All investing involves risk, including possible loss of principal.
Illustrative dollar amounts do not represent actual client accounts or results. Investment amounts are gross of advisory fees.
Subscription waiver applies to the subscription fee only. The 0.25% advisory fee continues regardless. Full fee details in Form ADV Part 2A.
Custody and brokerage by Interactive Brokers LLC, member FINRA/SIPC. IBKR accounts are SIPC-protected up to $500,000 ($250,000 cash) plus excess SIPC from Lloyd's up to $30M per account ($900K cash sublimit), subject to a $150M firm-wide aggregate. SIPC covers broker-dealer failure, not market losses.
Securities are not FDIC insured, not bank guaranteed, and may lose value.
For Form CRS, Form ADV Part 2A, and full disclosures, visit advizmo.com/disclosures.
© 2026 TalkAboutHealth, Inc. DBA Advizmo.
- Redesigned Premium purchase, landing and onboarding screens
- New All Expense Categories view
- Improved Financial Health Score with history and recommendations
- Better transaction details and spending insights
- Smoother AI chat experience
- Bug fixes and performance improvements
The developer, Advizmo, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- User Content
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- TalkAboutHealth Corp.
- Size
- 80.4 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
9+
- 9+
- In-App Purchases
Yes
- Monthly $14.99
- Monthly $2.99
- Yearly $99.99
- Yearly $29.99
- Copyright
- © 2026 TalkAboutHealth, Inc. DBA Advizmo.