DeepVest announced an integration with Zocks | AI for Advisors to bring meeting intelligence and client contact data directly into the DeepVest platform.
Published
Signal category
Products & Services
Quote
“We're excited to announce our integration with Zocks | AI for Advisors, bringing meeting intelligence and client contact data directly into the DeepVest platform.”
— DeepVest team
Company
DeepVest
The Agentic Front Office For Wealth Teams
- Industry
- Investment Management
- Location
- Sarasota, US
- Company size
- 10 employees
DeepVest is the agentic front office for wealth management teams – a unified workspace that replaces disconnected front-office tools with a single platform for investment research, market data, client proposal generation and portfolio monitoring. The platform combines AI-driven workflow orchestration with deterministic calculations to help ensure accurate, transparent and auditable outputs. It brings together four capabilities in a single workspace: AgentLab for conversational investment research, DataLab for cross-asset market data, AdvisorLab for personalized, compliance-ready client proposals and MonitorLab for continuous market monitoring and alerts. Every portfolio decision, plan and interaction is grounded in verified institutional data with a complete audit trail, enabling advisors and chief investment officers to deliver personalized strategies at scale without adding operational burden. For more information, visit deepvest.ai.
Founded 2024