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DeepVest launches PlanLab, bringing its agentic advisor workspace into financial planning

○ Auto-checkedIndependent report

DeepVest launched PlanLab, a financial planning module inside its agentic workspace for advisors that maps a household across 11 planning domains, from retirement and taxes to estate planning and business ownership. It pairs deterministic calculators (Social Security, Roth conversions, RMDs, estate taxes) with an AI assistant whose recommendations go through advisor review and approval. It can import an existing plan PDF or client documents, re-runs diagnostics nightly, and scores how far a client has drifted from the last plan. PlanLab is included in the DeepVest platform at no extra cost.

Why it matters for investors

Wealth and RIA teams get planning, proposals and monitoring in one AI workspace, with the math kept out of the language model.

Key details

Company
DeepVest
What it does
An agentic workspace for RIAs and wealth teams covering research, proposals, planning and portfolio monitoring.

Source

Read at InvestmentNews ↗DeepVest release (Business Wire) ↗DeepVest pricing ↗

InvestmentNews · investmentnews.com · Found in the news · source checked Oct 17, 2026

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DeepVest: Agentic front office for RIAs and wealth teams: one workspace for AI research, client proposals, financial planning (PlanLab), market data and portfolio monitoring, with deterministic calculations and an audit trail.Addepar: Wealth data and reporting.Masttro: Wealth platform for family offices.Asora: Family office wealth platform.

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