DeepVest Launches PlanLab, Expanding Its Agentic Platform Into Financial Planning

10 hours ago

1 min read

DeepVest, the agentic front office for financial advisors, launched PlanLab, a financial planning capability whose interactive plan spans 11 planning domains and maps 53 connections between them.
PlanLab covers retirement, taxes, investments, estate planning, insurance, risk, goals, behavioral factors, household details, and business ownership so advisors can see how a decision in one area may impact the rest of a plan.
Deterministic calculators handle Social Security claiming, Roth conversions, withdrawal sequencing, required minimum distributions, estate taxes, and annual gifting rather than relying on a general-purpose AI model.
An AI planning assistant helps interpret the plan and draft recommendations, with every AI-generated recommendation going through an explicit advisor review-and-approval process.
A diagnostics engine runs deterministic checks across tax, cash, stock concentration, and baseline planning, re-running nightly as meeting notes, custodial data, or client documents change.
Advisors can upload an existing plan PDF or client documents, connect CRM and custodial accounts, and use PlanLab alongside an existing financial planning system without replacing it.
PlanLab is included in the DeepVest platform at no additional cost to advisors and joins its existing proposal generation, market data, portfolio analysis, and monitoring capabilities.

Knote: Potentially an interesting view across planning disciplines and portfolio. Haven't seen it yet.