Press Room
The latest research, product updates, and perspectives from the DeepVest team.
Latest · Advisor Intelligence
A portfolio report can look flawless and still be dangerously wrong. Five common data errors can distort performance, taxes, risk, and client trust before the meeting even begins.
Amit Nar4 min read
Amit Narin Market Intelligence
Across seven U.S. midterm elections from 1998 through 2022, SPY gained an average of 10.15% in the following 180 calendar days, with every observed window positive. The analysis considers the differences between compelling historical patterns and evidence sufficient for investment judgment.
3 min read
Amit Narin Advisor Intelligence
A high income can create the illusion of financial security. One physician's financial stress test reveals five hidden risks that could put decades of wealth at stake.
4 min read
Amit Narin Advisor Intelligence
Pre-RMD years can offer retirees and advisors a valuable window to evaluate Roth conversions before future distributions, Medicare surcharges, and Social Security taxation constrain choices. DeepVest AgentLab models the tradeoffs between waiting and acting earlier.
4 min read
Amit Narin Advisor Intelligence
A pre-meeting portfolio risk audit helps RIAs identify risks that can quietly change a client’s plan before discussing performance. DeepVest AgentLab’s five-check framework focuses on allocation, concentration, downside risk, liquidity, and tax or fee inefficiencies.
4 min read
Amit Narin Advisor Intelligence
A strong financial advisor discovery meeting should do more than build rapport. It should uncover risks, planning gaps, and unanswered questions the prospect may not know exist.
4 min read
Amit Narin Advisor Intelligence
The portfolio looked diversified. The real risk was four months of cash.
5 min read
Amit Narin Advisor Intelligence
September volatility can turn ordinary market noise into panicked client calls. The best response isn’t reassurance. It’s evidence, context, and a clear framework for deciding when risk has actually changed.
10 min read
Amit Narin Advisor Intelligence
Loss aversion makes a market correction feel like a warning. An AI investment platform for RIAs can help advisors answer that fear with historical evidence, market mechanics, and a client-ready conversation.
7 min read
DeepVest Teamin Company News
DeepVest has launched a new integration with Zocks that syncs client conversation data and AI-powered meeting summaries directly into the DeepVest advisor platform. The integration grounds portfolio analysis, research, and recommendations in advisors' actual client conversations without manual data entry.
4 min read
Amit Narin Advisor Intelligence
Investment committee prep shouldn’t take all week. An AI investment platform for RIAs can turn a client question into data, analysis, an action framework, and client-ready language in one workflow.
6 min read