DeepVest Launches AI-Powered Tools to Advance CIO-Level Portfolio Personalization

Advisor Hierarchy and Behavioral Investment Suitability Analysis bring client context and behavior-driven risk insights to portfolio analysis

SARASOTA, Fla.--(BUSINESS WIRE)--DeepVest, an AI-powered investment platform that enables CIO-level portfolio personalization for financial advisors, today announced the launch of two new capabilities: Advisor Hierarchy & Nobel Prize Behavioral Investment Suitability Analysis. Built within its AdvisorLab tool, which turns account statements into portfolio diagnostics and client-ready proposals, these features allow advisors to deliver more personalized, context-aware analysis at scale.

Advisor Hierarchy allows advisors to structure relationships across households, companies and trusts, with client data and meeting notes automatically rolling up into a single view. When running analysis, DeepVest incorporates this full context – objectives, constraints and life events – without manual re-entry. The result is faster preparation and more informed, personalized client recommendations.

Behavioral Investment Suitability Analysis is a 22-question psychometric risk tool grounded in Prospect Theory that calibrates each question to a client’s actual portfolio value rather than abstract percentages. Integrated into AdvisorLab’s prospecting and proposal workflow, it can be completed during initial meetings and generates five distinct risk scores – Risk Tolerance, Capacity, Composure, Revealed Risk and Model Portfolio – along with a readable summary embedded in client proposals. By replacing single-number risk scores with a multidimensional profile and flagging inconsistencies between stated preferences and actual holdings, the tool helps advisors align recommendations more closely with client behavior while identifying potential risks earlier.

“Advisor Hierarchy changes how I think about every client conversation,” said Kurt Brucker, founder & wealth advisor at Brucker Wealth. “When I open DeepVest, it already knows the context – the household structure, the goals, the notes from our last meeting. The AI isn't starting from scratch anymore. It's working with everything I know about that client, which means the analysis I get back is actually relevant to their situation, not just to the market.”

Together, these capabilities help advisors deliver more personalized portfolio analysis across their full book of business. As advisors face increasing pressure to differentiate, deepen relationships and support more complex client needs, traditional tools and model-based approaches have made it difficult to provide truly personalized investment strategies without adding operational strain. Advisor Hierarchy and Behavioral Investment Suitability Analysis extend DeepVest’s deterministic, audit-ready foundation to the client layer – ensuring analysis reflects full client context and that risk is framed based on how clients actually behave.

“DeepVest’s mission is to give financial advisors the same analytical capabilities as institutional investment teams, without hallucination risk or manual data work. These features deepen that mission at the client level,” said Toby Wade, CEO at DeepVest. “While verified market data remains the foundation of DeepVest, Advisor Hierarchy and Behavioral Investment Suitability Analysis ensure the analysis is grounded in a clear understanding of each client’s structure, history and relationship with risk. The platform now reflects both the market and the client.”

For more information on these new capabilities, advisors can contact DeepVest at [e-mail] or visit deepvest.ai to request a live demo.

About DeepVest:

DeepVest is an AI-powered investment platform that enables advisors and chief investment officers to deliver personalized portfolios at scale. The platform combines hallucination-free artificial intelligence and workflow automation to support investment research, portfolio construction and ongoing strategy management. It combines three tools in one platform: AgentLab for conversational investment research, DataLab for cross-asset market data and AdvisorLab to generate personalized, compliance-ready proposals. By incorporating client-specific inputs into portfolio design, DeepVest helps firms address more complex client needs without adding operational burden. For more information, visit deepvest.ai.