\n Docupace also rebuilt its wealth operations platform around a single client record, while Focus Financial picks Nevis to bring AI to its advisors.\n <\/p>\n
DeepVest has expanded its agentic platform into financial planning, launching a module that shows advisors how a decision in one part of a client\u2019s finances affects the rest.<\/p>\n
The new PlanLab module is included with the DeepVest platform at no extra cost, according to a Thursday announcement unveiling the update.<\/p>\n
The Sarasota, Fla.-based firm, which calls itself an agentic front office for advisors, built PlanLab to consolidate a household\u2019s finances into one interactive plan spanning 11 planning domains, including retirement, taxes, estate, insurance, behavioral factors and business ownership. The plan maps 53 links among those areas, so an advisor can trace how delaying retirement or selling a business would affect everything else.<\/p>\n
The firm isn\u2019t leaving the core math to a language model. PlanLab runs deterministic calculators, meaning fixed formulas that return the same result every time, for Social Security claiming, Roth conversions, withdrawal sequencing, required minimum distributions, estate taxes and annual gifting. An AI assistant layered on top fields questions, tests scenarios and drafts recommendations, but nothing goes forward without explicit advisor review and approval.<\/p>\n
“A financial plan shouldn\u2019t be a static report that starts on the road to expiration the moment it\u2019s emailed to a client,\u201d said Toby Wade, CEO of DeepVest.<\/p>\n
Advisors can upload an existing plan as a PDF, along with tax returns, account statements or trust documents, and the software flags relevant details and proposes updates for sign-off. Connections to CRM and custodial accounts fill in household information and holdings. A diagnostics engine checks for opportunities in areas such as tax, cash, concentrated stock positions and baseline planning, and reruns those checks nightly as meeting notes, custodial data or client documents change. Finally, a drift score shows how far a client has strayed from the last plan of record and which steps could bring them back on target.<\/p>\n
Firms won\u2019t have to abandon their current planning software, as the module can accept a plan from another system as a starting point. The launch is the latest step after the firm rolled out a discounted pricing offer for newly launched RIAs<\/a>.<\/p>\n Read more:\u00a0DeepVest, AdvisorCRM roll out client-focused AI updates<\/a><\/p>\n Docupace rebuilds its wealth operations platform around client data<\/p>\n Docupace, a back-office and compliance software provider based in Holmdel, N.J., has revealed a next-generation update to its wealth operations platform.\u00a0<\/p>\n Hosted on AWS, Docupace Next 1.0 reorganizes information around reusable contact records. Data entered or synced once can then serve custodians, accounts, documents and workflows, an approach the company brands as \u201cCapture It Once, Use It Everywhere.\u201d<\/p>\n For advisors and their operations staff, that means one contact record can link to several accounts. Beneficiaries, trusted contacts and authorized individuals are stored once and reused across accounts. Documents from different work items can be combined into a single e-signature packet, so clients field fewer signing requests. Guided account opening is available for Pershing, NFS and Axos, and the platform connects to custodians and CRMs, with a public GraphQL API for developers. Supervision and surveillance tools remain part of the package.<\/p>\n In 2025, Docupace said its platform \u2013 which currently has 440,000 users \u2013 saw\u00a02.8 million accounts opened, 17 million work items processed, 21.8 million data elements captured without rekeying and 198,000 hours saved on client data gathering. Over that period, it claimed its NIGO rate, which reflects the share of paperwork rejected as \u201cnot in good order\u201d because of errors or missing information, was just 1.7%.<\/p>\n