One Workspace · Every Front-Office Workflow · Hallucination-Free by Design
TheAgenticBridgeforWealthTeams.
The AI orchestrates. Deterministic tools do the math.
Connecting your investment analytics, planning, and client tools into one workspace that remembers every client, portfolio, and rule.
The Patchwork Problem
You're the integration layer. You shouldn't have to be.
Three tools. Five tools. Twelve tools. None of them talk to each other, so your team does, manually, every single day.
DeepVest replaces the patchwork of tools with one workspace.
DeepVest
Workspace
Scattered tools → one contextual workspace
Hallucination-Free by Design
The AI orchestrates. Deterministic tools do the math.
Every calculation runs through governed, deterministic engines, verified against institutional data every time. Nothing here is a language model's guess.
See DeepVest in Action
Watch how wealth teams use DeepVest in one workspace: portfolio analysis, client proposals, and practice growth, all with a complete compliance audit trail.
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
Proposal Generation
Win the Client in the First Meeting.
Turn a prospect's account statement into a proposal before the meeting ends. No callback, no waiting: just a clear, branded plan they can say yes to on the spot.
Most advisors cover their subscription with a single new client.
Three Powerful Tools. One Connected Workspace.
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 specialized investment agents: natural language optimization, scenario modeling, stress testing, and rebalancing, all fully documented.
Save 15 hours per week on portfolio analysis
AdvisorLab
Win clients with proposal generation
Turn prospect account statements into comprehensive diagnostics and client-ready proposals in minutes: hidden fees, tax inefficiencies, concentration risk, and allocation gaps.
Client-ready proposals in under 15 minutes
DataLab
Institutional data, instantly
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.
Cross-asset coverage: equities, ETFs, crypto, forex, and macro
All Three Tools Run on the Same Foundation
Not five apps stitched together. One system that remembers every household, portfolio, and rule, pulled automatically from your CRM and custodial data. That's what makes personalization possible at scale, not the same templated pitch for every client.
Want to see more?
Built for How You Work
Whether you're scaling a team, building portfolios, or focused on relationships.
I'm Scaling My Practice
Standardized process, personalized for every client
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.”
I Build Custom Portfolios
Hands-on security selection, competing on alpha
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 used to spend hours backtesting an idea. Now it takes seconds.”
I'm Relationship-Focused
Planning and client relationships come first
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 15 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.”
Ready to see it in action?
Built for Regulatory Scrutiny
The only workspace designed with compliance officers, not against them.
Every conversation, analysis, and output is logged with timestamps, data sources, and reasoning.
Hallucination-Free by Design
The AI orchestrates. Deterministic tools do the math. Verified against institutional data, every time. Nothing here is generated: every number traces 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
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
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 certified security
Institutional-Grade Security
Designed from the ground up for regulated use with enterprise-grade security controls.
- SOC 2 Type II certified
- Role-based access controls
- Activity logging and monitoring
- Encrypted data at rest and in transit
Independently Audited
SOC 2 Type II Certified
DeepVest has completed a SOC 2 Type II examination covering the security, availability, and confidentiality of our platform — the same standard institutional vendors are held to.
- Independent CPA audit — Examined by a licensed, independent CPA firm under AICPA attestation standards.
- Security, availability & confidentiality — Controls covering the trust services criteria that matter most for client data.
- Tested over time — Type II means controls are tested for operating effectiveness over months, not a single day.
Trusted by Financial Advisors
From solo RIAs to advisors at multi-billion-dollar firms.
DeepVest is the compliance-first AI platform financial professionals choose.
$0B+
AUM Using DeepVest
0 Hrs/Week
Saved
0 Min
Avg. Prospect Analysis
Hear from Financial Advisors Using DeepVest
Mike Lee, RIA at Michael Lee Strategy, shares how DeepVest transformed his practice
What wealth teams say after switching.
“The DeepVest team has been exceptional - collaborative, receptive to feedback, and quick to act on improvements. They've gone above and beyond with weekly training sessions and hands-on help optimizing our use of the platform. It's the kind of partnership that makes technology actually work in practice, not just in theory.”
Brandon Stoller
Certified Financial Planner, Korhorn Financial Group, Inc.
“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.”
Matt Kolesky
President, Arbor Capital Management
“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
Ready to Transform Your Practice?
One workspace. Every workflow. Hallucination-free by design.
Join wealth teams using DeepVest to win more clients, standardize their process, and scale without sacrificing the personal relationship.
See It In Action
Watch our product demo
DeepVestAI-powered portfolio intelligence for financial advisors. Institutional-grade analysis, zero hallucinations, fully auditable.
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