DeepVest announced the launch of 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 across systems.
The DeepVest Data Terminal replaces that paradigm by being 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 that 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.
"Advisors do not need more tools, they need fewer, smarter ones," said Toby Wade, CEO at DeepVest. "The future is not another dashboard, it is an intelligence layer that understands markets and portfolios simultaneously. The Data Terminal collapses the stack by making AI the interface." While the Data Terminal itself focuses on market intelligence, it is tightly integrated with DeepVest's core platform at www.deepvest.ai, allowing advisors to move seamlessly from asking market-level questions to analyzing a prospect's or client's portfolio within a single unified environment.
This connection enables advisors to progress from market insight to portfolio diagnosis without switching tools or losing context. The platform 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 and policy signals, technical and fundamental analytics, and earnings, events, 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 or repetitive analysis. All outputs are grounded in transparent data sources and structured reasoning, designed to augment advisor judgment rather than replace it. While legacy data terminals were built for institutional traders and quantitative analysts, DeepVest's Data Terminal is purpose-built for fiduciary advisors, with intelligence optimized for clarity, suitability, and client communication.
The result is faster insight generation, stronger conversations with prospects and clients, and materially reduced operational friction. The launch reflects a broader shift in wealth management technology from feature accumulation toward intelligent consolidation, as AI becomes the primary interface and fragmented point solutions give way to platforms that can reason across data, context, and intent. DeepVest believes this marks the beginning of the end for the traditional advisor tool stack, with the Data Terminal now available for financial professionals seeking to transform their analytical capabilities.
