DeepVest Day One
Built for RIAs from day one.
New and emerging RIAs get the full DeepVest workspace for $100/month per advisor for their first 12 months. The same agentic front office established firms run on, without adding meaningful overhead while you build.
12-month commitment. Available to RIAs within their first two years of operation with 3 or fewer total advisors.
The launch problem
You're building a firm and a tech stack at the same time.
Most new firms assemble research, proposal, monitoring, and compliance tools one at a time, paying for each before the revenue arrives. Day One puts it all in one workspace from your first client, so your process is consistent before growth makes inconsistency expensive to fix.
What's included
The full workspace. Not a starter tier.
Four Labs, one connected workspace.
1AdvisorLab
Win clients faster
Turn prospect account statements into comprehensive diagnostics and client-ready proposals in minutes: hidden fees, tax inefficiencies, concentration risk, allocation gaps.
2DataLab
Institutional data, instantly
Investment research on a fully AI-native data terminal with cross-asset coverage: equities, ETFs, crypto, forex, commodities, rates, and macro. Chart, analyze, and converse with the data.
3AgentLab
AI-powered portfolio analysis
Ask complex questions and get answers from specialized investment agents: natural language optimization, scenario modeling, stress testing, and rebalancing, fully documented.
4MonitorLab
Market monitoring in plain English
Set sophisticated alerts across securities, portfolios, earnings, and macro events in plain English. MonitorLab evaluates the signals so nothing actionable slips by.
All four Labs run on the same foundation. Not four apps stitched together.
Client intelligence
Every household, portfolio, and rule in one place, whether the context lives in DeepVest or comes from your CRM, custodian, and risk data.
Risk and suitability workflows
Risk assessment, stress testing, and suitability review in the same analysis that produces the recommendation.
Firmwide AI governance
Firm policies and supervision rules applied across every advisor, with a complete audit trail.
Why it fits a new firm
Set up right the first time.
Your stack, your choice
Pick your custodian and CRM freely. DeepVest connects to them rather than replacing them.
Audit-ready from the first client
Every conversation, analysis, and output is logged with timestamps, data sources, and reasoning.
Secure from day one
SOC 2 Type II certified. Your client data is never used to train our AI models.
Built for regulatory scrutiny
Hallucination-Free by Design
The AI orchestrates. Deterministic tools do the math. Every number traces back to source data, so you can explain any recommendation to a client or an examiner.
- Deterministic financial engines
- Verified institutional data
- Complete audit trail
Pricing
Simple terms.
Pricing is per advisor. Your firm qualifies with 3 or fewer total advisors.
- Day One rate
- $100/month per advisor for your first 12 months
- Standard price
- $500/month per advisor (Advisor Premium)
- Year-one savings
- $4,800 per advisor
- Commitment
- 12 months
- After month 12
- Each advisor moves to standard Advisor Premium pricing of $500/month
- Workspace access
- Full workspace
- Eligibility
- Within your first two years of operation with 3 or fewer total advisors
How it works
Four steps to Day One.
Tell us about your firm
Name, work email, firm name, and number of advisors.
Watch the short demo
See the full workspace in action before you commit.
Review and e-sign
Your Day One agreement, prefilled with your details and signed on the page.
Set up billing and start
Check out securely, accept your workspace invite, and join the onboarding webinar.
Questions
What new firms ask.
Who qualifies?
Your firm qualifies if it is within its first two years of operation and has 3 or fewer total advisors.
How is pricing calculated?
Per advisor. Day One is $100/month per advisor. Standard Advisor Premium pricing is $500/month per advisor.
Is there a commitment?
Yes. Day One is a 12-month commitment at $100/month per advisor.
What happens after 12 months?
Each advisor moves to standard Advisor Premium pricing of $500/month.
Is this the full workspace?
Yes. Day One includes the same agentic front office tools available to established firms.
Do I need to change my custodian or CRM?
No. DeepVest connects to the ones you use.
Is my client data used to train your AI?
Never. When you pay for DeepVest, you are the customer, not the raw material.
Can I talk to someone first?
Yes. Send us an email or schedule a demo at any point before you sign.
Start your firm on the full workspace.
Join the RIAs building on DeepVest from day one.
DeepVestThe agentic front office for wealth teams. The AI orchestrates, deterministic tools do the math.
Pricing
Insights