DeepVest PlanLab for financial advisors

DeepVest launched PlanLab, a financial planning module for advisors that links 11 planning areas in one interactive plan, pairing deterministic calculators (Social Security, Roth conversions, RMDs, estate tax, gifting) with an AI assistant whose recommendations need advisor approval.

Read the announcement ↗Official site ↗

Paid (contact sales)ProprietaryWeb; connects to CRMs and custodians (per DeepVest)by DeepVest

Why it matters

For RIAs and advisors who juggle separate planning, CRM and portfolio tools. PlanLab is pitched as one connected plan that shows how a change in one area (say, delaying retirement) affects the rest, and that keeps updating as client data changes.

What's new

Deterministic calculators for Social Security claiming, Roth conversions, withdrawal sequencing, required minimum distributions, estate taxes and annual gifting, rather than relying on a general-purpose AI model for the math.
An AI planning assistant answers questions, explores scenarios and drafts recommendations; each one goes through an explicit advisor review-and-approval step.
Imports an existing plan PDF or client documents (tax returns, statements, trusts) and suggests updates for approval; CRM and custodial connections fill in household data and positions.
A diagnostics engine re-runs checks nightly (tax, cash, stock concentration, baseline planning), and a drift score shows how far a client is from the last plan of record.
Can sit alongside an existing planning system by importing that plan as a starting point.

Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.

Worth a look if: You build plans in one tool, track portfolios in another, and want planning updates triggered when client data changes.

Worth knowing: DeepVest markets the platform as “hallucination-free”; that is the maker’s claim, not something we tested. Planning outputs touching taxes, Social Security or estate matters still need professional review.

Quick facts

Pricing	DeepVest says PlanLab is included in its platform at no additional cost. Its pricing page lists PlanLab under the Advisor Premium plan (contact sales, no public price).not verified
Free or paid	Paid (contact sales)
License	Proprietary
Type	Web app (SaaS)
Platform	Web; connects to CRMs and custodians (per DeepVest)
GitHub stars	n/a (not a GitHub project)
Maker	DeepVest

Related ranking

See how established tools compare in AI in Financial Planning Software. New releases aren't scored until we review them against the rubric.

What we couldn't verify

quick_facts.pricing (Advisor Premium price not public)

Checked 2026-10-19 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.