Home / Financial planning / DeepVest
AI workspace for RIAs combining planning (PlanLab), proposals and portfolio analysis with multiple analysis agents. ↗ deepvest.ai
Pricing
$100/advisor/mo for the first 12 months for new and emerging RIAs (12-month term). Standard $500/mo.
Integrations
- Wealthbox
- Salesforce
- Zoho
Security & compliance claims
- SOC 2 Type II certified
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
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