DeepVest

Planning

ApprovedEditorial, unpaid

DeepVest is an AI workspace for RIAs, financial advisors and wealth teams that it calls the agentic front office. One workspace covers AI portfolio research and analysis (AgentLab), turning a prospect's account statements into diagnostics and client-ready proposals (AdvisorLab), household financial planning (PlanLab), a cross-asset market data terminal (DataLab) and plain-English alerts on securities, portfolios and macro events (MonitorLab). The company says the AI orchestrates while deterministic tools do the math, keeps a full audit trail for compliance review, and connects to the CRMs and custodians a firm already uses rather than replacing them. It launched PlanLab in October 2026, covering 11 planning domains from retirement and taxes to estate planning, included at no extra cost. DeepVest says it is SOC 2 Type II certified and that firms using it oversee more than $100B in assets.

Visit deepvest.ai ↗

Key features

AgentLab: AI portfolio analysis, optimization, backtesting, screening and stress testing
AdvisorLab: prospect statement analysis and client-ready proposals, with a tax optimization engine
PlanLab: household financial planning across 11 domains, with calculators computed by code and advisor approval of AI recommendations
DataLab: cross-asset market data terminal (equities, ETFs, crypto, forex, macro) with an AI assistant
MonitorLab: portfolio, market and macro alerts written in plain English
Complete audit trail, firm-wide governance rules and a Wealthbox CRM integration; MCP access for developers

Pricing

Advisor Premium: standard price $500 a month per advisor (the pricing page otherwise lists it as Contact Us). Day One offer for new RIAs (first two years of operation, 3 or fewer advisors): $100 a month per advisor for the first 12 months. Self Directed Pro for individual investors: $200 a month or $1,920 a year, with a 7-day free trial. Enterprise via sales.

Pricing page ↗ · checked Oct 17, 2026