Platform Overview
Five AI-Powered Advisor Tools. One Workflow.
Complete audit trail across the workflow
Workflow Shift
One Platform. Full Context. Zero Fragmentation.
Prospect analysis, portfolio construction, and ongoing research carry the same goals, constraints, conversation history, and compliance record forward.
Status quo
Traditional Workflow
- 5-7 disconnected tools
- Context lost at every handoff
- Re-enter client data repeatedly
- No unified audit trail
Target state
DeepVest Workflow
- 5 AI tools
- 1 context layer
- 100% audit trail
- Context persists automatically
- Client data flows across the workflow
Compare Our Tools
AgentLab
- Primary User
- Portfolio managers, analysts, investment-focused advisors
- Core Function
- Conversational portfolio construction and optimization
- Key Workflow
- "Build me a 60/40 portfolio tilted toward dividend growth"
- Time Savings
- 15+ hours/week on portfolio analysis
AdvisorLab
- Primary User
- Client-facing advisors, wholesalers, RIA principals
- Core Function
- Prospect portfolio analysis and proposal generation
- Key Workflow
- "Analyze this prospect statement and identify vulnerabilities"
- Time Savings
- 2-3 weeks per prospect, down to 25 minutes
PlanLab
- Primary User
- Financial planners, wealth advisors and paraplanners
- Core Function
- Household financial planning on one living plan map
- Key Workflow
- "Is retirement on track, and what is each goal costing it?"
- Time Savings
- Saved analyses re-run every night, no manual rechecks
DataLab
- Primary User
- Research-heavy advisors, due diligence teams
- Core Function
- AI-native market data terminal
- Key Workflow
- "Show me semiconductor sector P/E ratios vs. 5-year average"
- Time Savings
- 8+ hours/week on research compilation
MonitorLab
- Primary User
- Advisors monitoring portfolios at scale, active traders and quants
- Core Function
- Always-on market, portfolio, and macro alerting
- Key Workflow
- "Alert me when Apple's RSI goes above 70 and the MACD turns bearish"
- Time Savings
- 50+ signals tracked continuously, zero manual dashboard-watching
See DeepVest in Action
From prospect analysis to portfolio optimization to ongoing research, all in one workflow.
Enterprise Capabilities, Built for Every Advisor
Team Collaboration
- Shared workspaces for the entire team
- Role-based permissions
- Activity logs for supervision
Compliance and Audit
- Full timestamp logging
- Exportable audit reports for SEC exams
- RIA recordkeeping alignment
Security
- SOC 2 Type II certified
- Encrypted data at rest and in transit
- No client data used for AI training
Frequently Asked Questions
ChatGPT is a general-purpose AI trained on internet text. DeepVest is purpose-built for investment analysis with verified financial data from institutional sources. ChatGPT can hallucinate. DeepVest sources every number.
Never. Your client conversations and portfolio data are never used to train our models. When you pay for DeepVest, you are the customer, not the product.
Every DeepVest output includes full data sourcing, calculation methodology, and timestamps. We have built compliance documentation into every feature, and our team can support you during exams.
Yes. AdvisorLab proposals are fully white-labeled with your logo, colors, and disclaimer language.
You can start using DeepVest the same day you sign up. No IT integration is required for basic use.
Ready to See DeepVest in Action?
Schedule a personalized demo with our team. We will walk through your specific workflows and show you how DeepVest fits into your practice.