DeepVest, Advisor CRM roll out client-focused AI updates

DeepVest and Advisor CRM have separately unveiled AI-driven updates designed to help financial advisors work more efficiently with client data — without leaning on generic, one-size-fits-all analysis.

DeepVest adds client context and behavioral risk scoring

DeepVest, which builds AI-powered portfolio analysis tools for advisors, announced two additions to its AdvisorLab platform.

AdvisorLab converts account statements into portfolio diagnostics and client-ready proposals. Through a new Advisor Hierarchy feature, advisor users can organize relationships across households, companies and trusts, with client data and meeting notes consolidated into a single view. When an advisor runs an analysis, the platform draws on that full picture – including client objectives, constraints and life events – without requiring manual re-entry each time.

The second addition, Behavioral Investment Suitability Analysis, is a 22-question psychometric tool rooted in prospect theory, the behavioral economics framework developed by Daniel Kahneman and Amos Tversky. Rather than using abstract percentages, each question is calibrated to a client's actual portfolio value.

The tool generates five distinct risk scores – covering tolerance, capacity, composure, revealed risk and model portfolio fit – and embeds a plain-language summary into client proposals. It also flags inconsistencies between a client's stated preferences and their actual holdings.

DeepVest CEO Toby Wade said the platform's goal is to give advisors "the same analytical capabilities as institutional investment teams, without hallucination risk or manual data work." 

"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," Wade said. "The platform now reflects both the market and the client.”

Advisor CRM brings AI assistant inside the platform

Advisor CRM, a purpose-built CRM platform for RIAs, launched Beacon, a secure AI assistant embedded directly into its existing platform.

Beacon is built to address what the company sees as a widespread problem among advisors: copying sensitive client information into public AI tools to get work done faster. That practice, the company notes, creates both security exposure and incomplete outputs, since external tools don't have access to full client or firm data.

Beacon is embedded throughout the Advisor CRM platform and is compatible with several major AI models, including ChatGPT, Perplexity, Gemini and Claude. The system is designed to route each request to whichever model it determines will produce the best result, though advisors can also select a preferred model.

Advisors do not need separate subscriptions to any of the underlying AI platforms. Neither Advisor CRM nor the connected AI models retain or use client data for training purposes, according to the company.

Ryan Borer, managing partner at Advisor CRM, said that advisors often lose time "toggling between systems, pulling client data, updating notes, and drafting communications." He said Beacon is meant to bring that work into "a secure, centralized environment, turning real advisor data into finished output."

Outputs can include client-ready PDFs, presentations, reports and communications, with formatting and tone tailored to each advisor's brand.

Leibel Sternbach, partner and chief technology officer at Advisor CRM, said the system is built to "route requests to the best AI models, evaluate results, and retire different models if needed."