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AdvisorLab
Win Prospects in the First Meeting
Turn any prospect statement into a comprehensive portfolio diagnostic and client-ready proposal in under 25 minutes.
- Primary User
- Client-facing advisors, wholesalers, RIA principals
- Core Function
- Prospect portfolio analysis and proposal generation
- Time Savings
- 2-3 weeks per prospect, down to 25 minutes
Statements in. A client-ready report out.
- Upload statements in PDF, CSV, TXT, Excel or Word format
- AI data extraction for Schwab, Fidelity, Vanguard, TD, E*TRADE, or generic formats
- Handles 401(k)s, IRAs, taxable accounts, annuities, and 529s
- Multi-account aggregation for the full household picture
Typical upload time
30 seconds
- Risk concentration alerts by sector, stock, and geography
- True stock-level exposure inside funds
"Does this portfolio match the client's stated objectives?"
- Risk tolerance scoring across aggressive, moderate, and conservative profiles
- Goal alignment between allocation, risk, and stated objectives
- Time horizon analysis for retirement or liquidity needs
- Income needs compared against required distribution rate and portfolio yield
- Tax review across qualified and non-qualified accounts
Output: suitability score with flagged vulnerabilities and regulatory documentation for file notes
- Fee compression analysis and comparable fund alternatives
- Tax inefficiency flags, tax-loss harvesting candidates, and asset location opportunities
- Underexposure gaps and diversification opportunities
- Performance drag from persistent laggards versus category peers
Example: "Replacing these 6 active funds with low-cost ETFs saves $4,200/year on a $500K portfolio"
One-click client-ready output:
- Executive summary with key vulnerabilities
- Current state analysis across holdings, allocation, and cost
- Proposed strategy with before-and-after comparison
- Financial impact across savings, tax efficiency, and risk-adjusted return improvement
- White-label output with your firm branding
- Export to PDF
Can I customize the output for my firm's branding?
Yes. AdvisorLab proposals are fully white-labeled with your logo, colors, and disclaimer language.
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.