Wealthbox + DeepVest

Modern CRM integrated with AI-powered financial research and analysis.

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Overview

DeepVest is an intelligent investment research assistant that uses advanced AI to help financial professionals analyze markets, research investments, and generate insights. With the DeepVest integration, advisors can seamlessly access AI-powered financial research and analysis directly from their client records, automatically enriching client profiles with relevant market insights, portfolio analysis, and personalized investment recommendations—saving hours of research time while delivering more value to clients.

Import Wealthbox client data using multiple input methods: manual paste, PDF upload, CSV upload, and direct brokerage connection.
Utilize DeepVest investment assistance interface for AI-powered portfolio analysis and backtesting workflow options.

Resources

Recorded webinar

How Advisors Use DeepVest + Wealthbox for AI‑Powered Research and Client Insights

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Dan Eyre
“Imagine compliantly tailoring investment advice at the account level according to everything you’ve captured in your CRM notes for every client. That’s what we’re delivering together with Wealthbox.”

Dan Eyre, CRO, DeepVest

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