SARASOTA, FL – January 12, 2026 (Â NEWMEDIAWIREÂ ) – DeepVest today 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.
For decades, financial advisors have been forced to operate across a patchwork of disconnected tools including market data terminals, research platforms, portfolio analytics, CRMs, planning software, and reporting systems. Each tool answers a narrow question. None understand the broader context. Advisors are left to manually stitch insights together across systems, increasing friction, delay, and cognitive load.
DeepVestâs Data Terminal replaces that paradigm.
Rather than layering AI on top of static dashboards, the DeepVest Data Terminal is built AI-native from the ground up. Intelligence is embedded directly into market data and analytics, allowing advisors to ask questions of the data itself and receive synthesized, explainable answers generated by a coordinated system of AI investment agents.
Ask Questions of Markets, Not Dashboards
The DeepVest Data Terminal allows advisors to interact conversationally with markets and securities. Users can query any asset, asset class, macroeconomic trend, technical signal, fundamental metric, earnings event, options activity, or cross-asset relationship without navigating dashboards, filters, or exports.
Responses are produced by a specialized team of AI investment agents spanning search, news, fundamentals, technicals, macro, options, earnings, and cross-asset analysis. These agents work together to synthesize a coherent market view rather than delivering isolated point answers.
Advisors can ask questions such as:
- âWhat does todayâs CPI print imply for fixed income positioning?â
- âWhich sectors appear most vulnerable if rates remain higher for longer?â
- âWhat earnings events matter most next week and why?â
The terminal responds with structured, explainable intelligence designed to support advisor judgment and decision-making.
âAdvisors do not need more tools, they need fewer, smarter ones,â said Toby Wade, CEO at DeepVest. âThe 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.â
From Market Intelligence to Portfolio Action in One Setting
While the Data Terminal itself is focused on market intelligence, it is tightly integrated with DeepVestâs core platform. Advisors can move seamlessly from asking market-level questions to analyzing a prospectâs or clientâs portfolio, understanding how macro, sector, or security-level insights translate into concrete portfolio exposures and risks, all within a single unified environment.
This connection allows advisors to progress from market insight to portfolio diagnosis without switching tools or losing context.
From Tool Sprawl to an Intelligence Layer
The DeepVest Data Terminal functions as a unifying cognitive layer across the advisor workflow. Instead of siloed systems for research, analysis, monitoring, and market awareness, advisors gain 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
- Earnings, events, and economic calendars
Key market summaries are synthesized by the platformâs 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.
Designed for Advisors, Not Traders
While legacy data terminals were built for institutional traders and quantitative analysts, DeepVestâs Data Terminal is purpose-built for fiduciary advisors. Its intelligence is optimized for clarity, suitability, and client communication, enabling advisors to translate market complexity into actionable guidance with confidence.
The result is faster insight generation, stronger conversations with prospects and clients, and materially reduced operational friction.
A New Standard for Advisor Technology
The launch of the DeepVest Data Terminal reflects a broader shift in wealth management technology from feature accumulation toward intelligent consolidation. As AI becomes the primary interface, 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.
Availability
The DeepVest Data Terminal is now available.
For more information or to request access, visit www.deepvest.ai.
About DeepVest
DeepVest is an advisor-centric AI platform built to transform how financial professionals analyze markets, evaluate portfolios, and serve clients. By embedding intelligence directly into the advisor workflow, DeepVest enables firms to operate with greater clarity, speed, and confidence in an increasingly complex financial landscape.
Media Contact:
Dan Eyre
Chief Revenue Officer
(484) 753-4793
