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 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. 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.
While the Data Terminal focuses on market intelligence, it is tightly integrated with DeepVest's core platform, allowing advisors to move seamlessly from asking market-level questions to analyzing a prospect's or client's portfolio. This connection enables understanding how macro, sector, or security-level insights translate into concrete portfolio exposures and risks within a single unified environment, progressing from market insight to portfolio diagnosis without switching tools.
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.
Unlike legacy data terminals 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. This enables advisors to translate market complexity into actionable guidance with confidence, resulting in 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, with AI becoming the primary interface as fragmented point solutions give way to platforms that can reason across data, context, and intent. For more information, visit https://www.deepvest.ai.
