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DeepVest Launches PlanLab, Expanding Its Agentic Platform Into Financial Planning

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DeepVest Launches PlanLab, Expanding Its Agentic Platform Into Financial Planning

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. The interactive plan spans 11 planning domains and maps 53 connections between them.

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With PlanLab, advisors can visualize how various parts of a client’s financial life connect across retirement, taxes, investments, estate planning, insurance, risk, goals, behavioral factors, household details and business ownership. Rather than managing these areas across various spreadsheets and disconnected tools, advisors can now use PlanLab to see how a decision in one area may impact the rest of a client’s financial plan.

“A financial plan shouldn’t be a static report that starts on the road to expiration the moment it’s emailed to a client,” said Toby Wade, CEO of DeepVest.”The wealth management industry is awash with financial planning tools, yet advisors are still left piecing together client profiles, spending countless hours trying to understand how one financial decision affects everything else. With PlanLab, when something changes, whether delaying retirement, selling a business or adjusting an investment strategy, the advisor can see the impacts of the decision and move to update the plan accordingly.”

With the launch of PlanLab, DeepVest has expanded its unified, agentic workspace into financial planning, building on its existing capabilities across proposal generation, market data, portfolio analysis and continuous monitoring. PlanLab is built on DeepVest’s hallucination-free platform, which combines AI-driven workflows with deterministic calculations to deliver accurate, transparent and auditable results.


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