DeepVest Launches PlanLab, Expanding Its Agentic Platform Into Financial Planning

New capability combines AI-assisted workflows with deterministic calculations and continuous monitoring across nearly all aspects of a client’s financial life

SARASOTA, Fla.--(BUSINESS WIRE)--DeepVest, the agentic front office for financial advisors, today 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.

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."

PlanLab brings together a range of financial planning capabilities, including:

• Deterministic planning calculators: Advisors can calculate Social Security claiming strategies, Roth conversions, withdrawal sequencing, required minimum distributions, estate taxes, annual gifting and more using deterministic calculations rather than relying on a general-purpose AI model.
• AI planning assistant: Advisors can ask questions, explore scenarios and identify potential planning opportunities, with AI helping interpret the plan and draft recommendations. Every AI-generated recommendation goes through an explicit advisor review-and-approval process.
• Flexible data migration: Advisors can upload an existing financial plan PDF or client documents such as tax returns, statements and trusts, with PlanLab identifying relevant information and suggesting updates for advisor approval. CRM and custodial accounts can also be connected to populate household information and investment positions.
• Proactive planning opportunities: A diagnostics engine runs deterministic checks across areas including tax, cash, stock concentration and baseline planning, surfacing potential opportunities. PlanLab re-runs diagnostics nightly as meeting notes, custodial data or client documents change.
• Client-ready deliverables: Advisors can draft client documents and emails directly from the plan, then review, edit and send them.
• Plan drift scoring: Advisors and wealth teams can instantly understand how far their client has drifted from the last plan of record and understand which actions they can take to keep the client on target in real time.

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. Information and decisions from elsewhere in DeepVest can flow into the financial plan, while PlanLab maintains a record of decisions and re-evaluates the plan as new client information becomes available. Firms can also use PlanLab alongside an existing financial planning system by importing a plan as a starting point, without having to replace their current setup.

PlanLab is included as a part of the DeepVest platform at no additional cost to its advisors. For more information on PlanLab, advisors can contact DeepVest at [e-mail] or visit deepvest.ai to request a live demo.

About DeepVest:

DeepVest is the agentic front office for wealth management teams: a unified workspace that replaces disconnected front-office tools with a single platform for investment research, market data, client proposal generation and portfolio monitoring. The workspace combines AI-driven workflow orchestration with deterministic calculations to help ensure accurate, transparent and auditable outputs. It brings together four capabilities in a single workspace: AgentLab for conversational investment research, AdvisorLab for personalized, compliance-ready client proposals, PlanLab for interconnected financial planning, DataLab for cross-asset market data and MonitorLab for continuous market monitoring and alerts. Every portfolio decision, plan and interaction is grounded in verified institutional data with a complete audit trail, enabling advisors and chief investment officers to deliver personalized strategies at scale without adding operational burden. For more information, visit deepvest.ai.