CIO-LevelPersonalization.First-MeetingWins.ZeroComplianceRisk.

AI Portfolio Intelligence for Financial Advisors

ChatGPT wasn't built for financial advisors. DeepVest was. Win clients faster with the only AI platform built for SEC scrutiny from day one.

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The Advisor's Impossible Choice: Solved

Every advisory firm faces the same trade-off. Until now, you couldn't have both.

Deep Personalization

Fewer clients
High satisfaction
CIO-level attention
Limited growth

Efficient Scale

More clients
Lower satisfaction
Cookie-cutter solutions
Sustainable growth

Deliver premium personalization at the scale your practice demands.

Your clients expect CIO-level attention. Your practice needs to scale. Deliver truly personalized portfolio intelligence, customized to each client's unique situation, without sacrificing scale or speed.

No more choosing between growth and client satisfaction.

See DeepVest in Action

Watch how financial advisors use DeepVest to win clients, optimize portfolios, and scale their practice, all with a complete compliance audit trail.

Ready to Try DeepVest? Schedule Your Demo

DeepVest Research

We Tested ChatGPT on Real Portfolio Tasks. It Failed 85% of the Time.

General-purpose AI tools promise to revolutionize financial advice. But can they handle the precision required for fiduciary-level work?

Ten real investment workflows. Six AI platforms. Portfolio backtesting, drawdown analysis, fundamental research, and more.

The results were striking.

ChatGPT: Failed to complete 7 out of 10 tasks

Gemini: 13–50% error rates on calculations

Perplexity: Unable to compute most metrics

Claude: Failed 8 out of 10 tasks with fabricated data

SuperGrok: Scraped unreliable sources, hallucinated outputs

DeepVest: 100% accuracy across all tasks

Read the Full Research

Three Powerful Tools. One Compliant Platform.

Portfolio analysis, prospect insights, and institutional data, all with complete compliance audit trails.

AgentLab

AI-powered portfolio analysis

AgentLab is DeepVest's conversational AI layer for deep investment analysis. Ask complex questions and get answers from dozens of specialized investment agents with access to hundreds of portfolio calculations. Natural language portfolio optimization, scenario modeling, stress testing, and rebalancing recommendations, all with full documentation of how the AI arrived at each output.

Save 15 hours per week on portfolio analysis

AdvisorLab

Win clients faster

AdvisorLab turns prospect account statements into comprehensive portfolio diagnostics and client-ready proposals in minutes. Upload any statement in any format. Identify every vulnerability including hidden fees, tax inefficiencies, concentration risks, and asset allocation gaps.

Average time to analysis: under 10 minutes

DataLab

Research market insights instantly

DataLab is a fully AI-native data terminal with cross-asset coverage: equities, ETFs, crypto, forex, commodities, rates, and macro. Chart, analyze, and have conversations with fundamentals, options, technicals, earnings transcripts, and economic calendars.

Cross-asset coverage: equities, ETFs, crypto, forex, and macro

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Built for How You Work

Whether you build custom portfolios, focus on client relationships, or scale a multi-advisor practice.

I Build Custom Portfolios

You do hands-on security selection and research individual securities. You compete on portfolio alpha, not just planning. You need institutional-grade tools without the institutional price tag. Your edge is investment expertise: you need technology that amplifies it, not replaces it.

DeepVest gives you:

DataLab: Deep fundamentals, earnings transcripts, and SEC filings
AgentLab: Backtest portfolio ideas in seconds, not hours
Quick scenario analysis and 'what-if' modeling
Multi-asset coverage: equities, ETFs, crypto, forex, and macro
AdvisorLab for fast prospect insights

I'm Relationship-Focused

You focus on financial planning and client relationships. You outsource or delegate investment management. You need CIO-level insights to show credibility without becoming a portfolio manager yourself.

DeepVest gives you:

AdvisorLab: Analyze prospect portfolios in 10 minutes, not 2-3 weeks
Win clients in first meetings with instant vulnerability insights
Show investment credibility without becoming a portfolio manager
More time for planning and client meetings, not spreadsheets

“I can analyze a prospect's portfolio and present a proposal in our first meeting.”

I'm Scaling My Practice

You're scaling a multi-advisor practice. You need to standardize your investment process across the team while still delivering personalized portfolios for each client.

DeepVest gives you:

Firm-wide policy standardization alongside client personalization
AgentLab gives junior advisors senior-level portfolio intelligence
Consistent investment process across your entire team
Complete audit trails for compliance supervision

“My junior advisors now deliver the same quality analysis as my most experienced PM.”

Ready to see it in action?

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Built for Regulatory Scrutiny

The only AI platform designed with compliance officers, not against them.

Complete Audit Trails

Every conversation, analysis, and output is logged with timestamps, data sources, and reasoning. SEC examiners can review exactly how you arrived at each recommendation.

Full conversation history with timestamps
Data source transparency for every claim
Exportable audit reports for exams
No black boxes: everything is traceable

Human Exam Support

Our compliance experts are available during regulatory exams to help you explain your AI usage to examiners.

24-hour response time for surprise exams
Human experts who understand SEC requirements
Sample documentation templates
Exam preparation guidance

Verified Data Sources (No Hallucinations)

Unlike ChatGPT and other LLM-based tools, DeepVest uses verified financial data from institutional sources. Every number, every claim, every recommendation can be traced back to source data.

50 years of market data from institutional providers
Real-time SEC filings and earnings transcripts
Verified macro indicators and economic data
Full transparency into data sources

Zero Client Data Training

Your client conversations and portfolio data are NEVER used to train our AI models. When you pay for DeepVest, you are the customer, not the raw material.

No training on your client data, ever
No data selling or licensing
No secondary monetization of your information
SOC 2 Type II aligned security

Institutional-Grade Security

Designed from the ground up for regulated use with enterprise-grade security controls.

SOC 2 Type II aligned
Role-based access controls
Activity logging and monitoring
Encrypted data at rest and in transit

Trusted by Financial Advisors at Leading Institutions

From solo RIAs to advisors at billion-dollar firms, DeepVest is the compliance-first AI platform financial professionals choose.

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Hear from Financial Advisors Using DeepVest

Mike Lee, RIA at Michael Lee Strategy, shares how DeepVest transformed his practice

More from Our Advisors

“DeepVest has transformed what is possible in portfolio construction. Its sharp insights and robust analytics empower us to make data-driven decisions with confidence.”

Sarah Baldwin

Portfolio Manager, Longboard Asset Management

“DeepVest is the single greatest investor tool ever created. It turns hours of analysis into seconds and gives advisors a level of insight and speed that was previously unimaginable.”

Mike Lee

Founder, Mike Lee Strategy

“Deepvest is an incredible tool that helps me quickly synthesize the impact of current events on portfolios while significantly reducing research time. It gives me access to insights that would be far more expensive and much slower to obtain through traditional human research alone. Deepvest is the future of investment research, available today.”

Kurt Brucker

Founder & Wealth Advisor, Brucker Wealth

“I won't use AI I can't explain to regulators. DeepVest shows me exactly how it arrived at every recommendation. The data sources, the logic, the calculations. No black boxes. I can defend every decision.”