DeepVest, the AI-powered investment platform for financial advisors, has launched AdvisorLab, a suite of prospecting tools designed to accelerate client acquisition 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 evaluations.
Toby Wade, CEO of DeepVest, stated that prospecting has always been a time-intensive process requiring deep analysis of a prospect's existing holdings. He emphasized that AdvisorLab eliminates manual work while maintaining the analytical rigor advisors need to win new business, reducing what used to take hours to 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—a critical compliance consideration for registered investment advisors. Dan Eyre, Chief Revenue Officer at DeepVest, noted that advisors waste countless hours manually combing through statements to build value propositions for prospects, and AdvisorLab turns that diagnostic process into a competitive advantage by providing immediate insights.
The platform then generates client-ready proposals that advisors can customize and present. 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 institutional-grade portfolio optimization and analysis platform, visit https://www.deepvest.ai. The original announcement can be viewed at https://www.newmediawire.com.
