DeepVest has launched an AI-native Data Terminal designed to collapse the fragmented tool stack financial advisors typically use by embedding intelligence directly into market data. For decades, advisors have operated across disconnected tools including market data terminals, research platforms, portfolio analytics, CRMs, planning software, and reporting systems, each answering narrow questions and forcing manual stitching of insights. The new terminal replaces this paradigm by being built AI-native from the ground up, allowing intelligence to be embedded directly into data and analytics.
Advisors can interact conversationally with markets and securities, querying assets, asset classes, macroeconomic trends, technical signals, fundamental metrics, earnings events, options activity, or cross-asset relationships without navigating dashboards. Responses are generated by a coordinated system of AI investment agents spanning search, news, fundamentals, technicals, macro, options, earnings, and cross-asset analysis, which work together to synthesize a coherent market view rather than delivering isolated answers. Questions might include implications of economic data for positioning or identifying vulnerable sectors under certain rate scenarios.
Toby Wade, CEO at DeepVest, stated that advisors need fewer, smarter tools, with the future being an intelligence layer that understands markets and portfolios simultaneously, making AI the interface. While the terminal focuses on market intelligence, it is tightly integrated with DeepVest's core platform, enabling advisors to move seamlessly from market-level questions to analyzing a client's portfolio within a single environment. This connection allows progression from market insight to portfolio diagnosis without switching tools.
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 flows, macroeconomic indicators, technical analytics, and earnings calendars. Key market summaries are synthesized by investment agents, providing a clear view of what matters most without manual interpretation. All outputs are grounded in transparent data sources and structured reasoning to augment advisor judgment.
Unlike legacy data terminals built for institutional traders, DeepVest's terminal is purpose-built for fiduciary advisors, with intelligence optimized for clarity, suitability, and client communication. The result aims to be 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 as the primary interface potentially leading platforms that reason across data, context, and intent. For more information, visit https://www.deepvest.ai.
