DeepVest has launched its AI-native Data Terminal, a next-generation intelligence platform designed to collapse the fragmented advisor tool stack by embedding intelligence directly into market data. Financial advisors have long operated across disconnected tools including market data terminals, research platforms, portfolio analytics, CRMs, planning software, and reporting systems, each answering narrow questions without broader context, forcing advisors to manually stitch insights together.
The DeepVest Data Terminal is built AI-native from the ground up, with intelligence embedded directly into market data and analytics. This allows advisors to ask questions of the data itself and receive synthesized, explainable answers generated by a coordinated system of AI investment agents. Users can query any asset, asset class, macroeconomic trend, technical signal, fundamental metric, earnings event, options activity, or cross-asset relationship conversationally without navigating dashboards, filters, or exports.
Responses are produced by specialized AI investment agents spanning search, news, fundamentals, technicals, macro, options, earnings, and cross-asset analysis. These agents work together to synthesize a coherent market view rather than delivering isolated point answers. Advisors can ask questions such as what today's CPI print implies for fixed income positioning, which sectors appear most vulnerable if rates remain higher for longer, or what earnings events matter most next week and why. The terminal responds with structured, explainable intelligence designed to support advisor judgment.
Toby Wade, CEO at DeepVest, stated that advisors do not need more tools but fewer, smarter ones, suggesting the future is an intelligence layer that understands markets and portfolios simultaneously. While the Data Terminal itself focuses on market intelligence, it is tightly integrated with DeepVest's core platform. Advisors can move seamlessly from asking market-level questions to analyzing a prospect's or client's portfolio, understanding how insights translate into concrete portfolio exposures and risks within a single unified environment at www.deepvest.ai.
The terminal functions as a unifying cognitive layer across the advisor workflow, replacing siloed systems for research, analysis, monitoring, and market awareness with a single AI interface capable of reasoning holistically across public market data, news and information flows, macroeconomic indicators, policy signals, technical and fundamental analytics, and earnings and economic calendars. Key market summaries are synthesized by the platform's investment agents, giving advisors a clear view of what matters most without manual interpretation.
Designed for fiduciary advisors rather than institutional traders, the Data Terminal's intelligence is optimized for clarity, suitability, and client communication, enabling advisors to translate market complexity into actionable guidance. This approach aims to result in faster insight generation, stronger client conversations, and reduced operational friction. The launch reflects a broader shift in wealth management technology from feature accumulation toward intelligent consolidation, with AI becoming the primary interface. DeepVest believes this marks the beginning of the end for the traditional advisor tool stack, with the Data Terminal now available.
