DeepVest Launches AdvisorLab AI Toolkit to Transform Financial Advisor Prospecting

DeepVest, the AI-powered investment platform for financial advisors, has launched AdvisorLab, a suite of prospecting tools designed to dramatically accelerate the client acquisition process by automating portfolio analysis and proposal generation. The platform enables advisors to upload prospect account statements and receive comprehensive portfolio diagnostics within minutes, including fee analysis, tax efficiency assessment, and risk exposure. The system then generates client-ready proposals that advisors can customize and present.

"Prospecting has always been a time-intensive process that requires deep analysis of a prospect's existing holdings," said Toby Wade, CEO of DeepVest. "AdvisorLab eliminates the manual work while maintaining the analytical rigor advisors need to win new business. What used to take hours now takes minutes." The platform analyzes holdings across multiple accounts to identify hidden fees and expense ratios, tax inefficiency and potential savings, portfolio concentration risks, asset allocation misalignment, and cash drag and rebalancing opportunities.

Unlike generic portfolio analysis tools, AdvisorLab is purpose-built for prospecting workflows. The platform integrates with DeepVest's hallucination-free AI engine, which uses verified financial data rather than large language models to generate recommendations. This approach addresses critical compliance considerations for Registered Investment Advisors (RIAs). "Advisors waste countless hours manually combing through statements to build value propositions for prospects," said Dan Eyre, Chief Revenue Officer at DeepVest. "AdvisorLab turns that diagnostic process into a competitive advantage by giving advisors the insights they need immediately."

The launch represents a significant development in financial technology, potentially reshaping how advisors approach new client acquisition. By automating the initial analysis phase, advisors can focus more on client relationships and strategic discussions rather than data processing. The platform's emphasis on verified financial data rather than generative AI models addresses growing regulatory concerns about AI accuracy in financial services. AdvisorLab is available now as part of DeepVest's Advisor Premium subscription, with volume discounts available for firms with multiple advisors. For more information about DeepVest's platform, visit https://www.deepvest.ai.