Three AI-Powered Advisor Tools. One Workflow.
AgentLab for conversational portfolio intelligence.
AdvisorLab for prospect-to-client acceleration.
DataLab for cross-asset market research.
One Platform. Full Context. Zero Fragmentation.
Most advisory firms juggle 5-7 disconnected tools. Every handoff loses context, every tool asks for the same client details, and every analysis starts from scratch.
DeepVest changes that.
Prospect analysis, portfolio construction, and ongoing research carry the same goals, constraints, conversation history, and compliance record forward.
Institutional-grade intelligence. Advisor-native design.
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
- 3 integrated AI tools
- Context persists automatically
- Client data flows across the workflow
- Complete audit trail built in
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.
From prospect analysis to portfolio optimization to ongoing research, all in one workflow.
Compare Our Tools
| AgentLab | AdvisorLab | DataLab | |
|---|---|---|---|
| Primary User | Portfolio managers, analysts, investment-focused advisors | Client-facing advisors, wholesalers, RIA principals | Research-heavy advisors, due diligence teams |
| Core Function | Conversational portfolio construction and optimization | Prospect portfolio analysis and proposal generation | AI-native market data terminal |
| Key Workflow | "Build me a 60/40 portfolio tilted toward dividend growth" | "Analyze this prospect statement and identify vulnerabilities" | "Show me semiconductor sector P/E ratios vs. 5-year average" |
| Time Savings | 15+ hours/week on portfolio analysis | 2-3 weeks per prospect, down to 10 minutes | 8+ hours/week on research compilation |
Explore Each Tool
AgentLab: Your AI Co-CIO
Natural language portfolio construction. Ask complex investment questions and get institutional-grade analysis in seconds, not hours. Every output includes full data sourcing and calculation transparency.
- Mean-variance optimization with custom constraints
- Risk parity, minimum volatility, maximum Sharpe
- Custom objectives: income focus, ESG tilt, tax efficiency
- Constraint support: sector limits, position caps, turnover budgets
Example query: "Optimize this portfolio for maximum Sharpe ratio with no more than 25% in any sector"
- Test strategies across 50+ years of historical data
- Stocks, ETFs, crypto, multi-asset portfolios
- Rolling return analysis, drawdown visualization, calendar year performance
- Benchmark comparison against S&P 500, 60/40, or custom indices
Example query: "Backtest a 70/30 QQQ/TLT portfolio from 2010-2024 and show me max drawdown vs. S&P 500"
- Natural language security screening across 10,000+ tickers
- 100+ fundamental filters: P/E, ROE, dividend yield, debt ratios, growth metrics
- Technical filters: RSI, moving averages, volume patterns
- ETF screening by expense ratio, AUM, and sector exposure
Example query: "Find large-cap tech stocks with P/E under 20, 5-year revenue CAGR above 15%, and positive free cash flow"
- Stress-test portfolios against custom market scenarios
- What-if modeling for rates, equity drawdowns, and inflation shocks
- Correlation analysis and factor exposure breakdowns
- Monte Carlo simulation for retirement planning scenarios
Example query: "Stress-test this portfolio against a 20% equity drawdown and rising interest rates"
- Real-time access to Fed data, BLS employment, GDP, CPI, and PMI
- Cross-country comparisons across US, EU, and China indicators
- Yield curve analysis and recession probability modeling
- Sector rotation signals based on macro regimes
Example query: "What's the current state of the yield curve and what does it signal for equity sectors?"
Enterprise Capabilities, Built for Every Advisor
Team Collaboration
- Shared workspaces for the entire team
- Role-based permissions
- Comment threads on analyses
- Activity logs for supervision
Compliance and Audit
- Full timestamp logging
- Exportable audit reports for SEC exams
- Customizable review workflows
- RIA recordkeeping alignment
Security
- SOC 2 Type II certified
- Encrypted data at rest and in transit
- No client data used for AI training
- SSO integration for enterprise
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. Enterprise deployments with SSO typically take 1-2 weeks.
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.
DeepVestAI-powered portfolio intelligence for financial advisors. Institutional-grade analysis, zero hallucinations, fully auditable.
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