Press Room
The latest research, product updates, and perspectives from the DeepVest team.
Latest · Advisor Intelligence
A retirement-readiness analysis of a fictional client with $2.4 million shows why a substantial portfolio may still produce a “Not Yet” answer. The scenario highlights early-retirement withdrawals, sequence-of-returns risk, and the value of quantifying tradeoffs for advisor-client conversations.
Amit Nar4 min read
Amit Narin 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.
4 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