AI tools Comprehensive planning AI assistants and agents Proposal generation

DeepVest

AI workspace for RIAs covering prospect proposals, portfolio analysis, planning, market data and monitoring

What it does

DeepVest sells an AI front-office workspace to RIAs and advisory teams, from new single-advisor firms to larger firms that want it next to their current CRM and custodian stack.

Modules: AdvisorLab turns a prospect's account statements into a diagnostic of fees, tax drag, concentration and allocation gaps, plus a proposal; AgentLab answers portfolio questions with optimization, scenario modeling, stress tests and rebalancing; PlanLab, added in October 2026, builds one household plan across 11 areas with fixed calculators for Social Security, Roth conversions, withdrawals, RMDs and estate tax; DataLab is a cross-asset market data terminal; MonitorLab runs plain-English alerts on securities, portfolios and macro events. AI handles orchestration while deterministic tools do the math, with an audit trail.

DeepVest is based in Sarasota, Florida; Toby Wade is CEO. RIAs open two years or less with up to three advisors can get the platform for $100 per advisor per month for the first year.

Best for

Serves: RIAs

Features

Prospect statement analysis and proposals
AI portfolio analysis and stress testing
Connected financial planning (Roth, RMD, Social Security)
Cross-asset market data terminal
Plain-English market and portfolio alerts
CRM and custodian connections
Compliance audit trail

Pricing and deployment

Pricing model: Per seat
Published pricing: Day One program for new RIAs: $100 per advisor/month for first 12 months (firms up to 2 years old, max 3 advisors); other plans not published
Deployment: Cloud