Tag : Toby Wade

DeepVest Launches PlanLab, Expanding Its Agentic Platform Into Financial Planning
Artificial Intelligence Finance News

DeepVest Launches PlanLab, Expanding Its Agentic Platform Into Financial Planning

Business Wire
by Business Wire0
New capability combines AI-assisted workflows with deterministic calculations and continuous monitoring across nearly all aspects of a client’s financial life DeepVest, the agentic front office for financial advisors, announced the launch of PlanLab, its financial planning capability that brings the near-entirety of a household’s financial picture into one unified view.......
DeepVest Launches Day One Program in Support of New and Emerging RIAs
Finance Investments News

DeepVest Launches Day One Program in Support of New and Emerging RIAs

Business Wire
by Business Wire0
New initiative designed to support qualified, early-stage RIA operations with a 12-month discounted rate DeepVest, the agentic front office for financial advisors, announced the launch of the DeepVest Day One Program, to provide discounted platform access to early-stage registered investment advisors (RIAs). Offered to firms within their first two years......
DeepVest Launches MonitorLab, Bringing Institutional-Grade Market Tracking Capability to Financial Advisors
Finance Investments News

DeepVest Launches MonitorLab, Bringing Institutional-Grade Market Tracking Capability to Financial Advisors

Business Wire
by Business Wire0
New platform layer delivers always-on, simultaneous monitoring of securities, entire portfolios and macroeconomic events using a natural-language interface DeepVest, an AI-powered investment platform for financial advisors that enables CIO-level portfolio analysis and personalized proposals at scale, announced the launch of MonitorLab, a comprehensive market monitoring and alerts platform layer helping......
DeepVest Launches Firm-Level Governance Framework, Delivering Enterprise Oversight to AI-Powered Investment Workflows
Finance Investments News

DeepVest Launches Firm-Level Governance Framework, Delivering Enterprise Oversight to AI-Powered Investment Workflows

Business Wire
by Business Wire0
New governance layer enables CIOs and investment committees to define, monitor and audit AI agent behavior across investment processes DeepVest, an AI-powered investment platform that enables CIO-level portfolio personalization for financial advisors, announced the launch of its Firm-Level Governance Framework, a new enterprise governance layer that allows chief investment officers......
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