DeepVest, a Sarasota, Fla.-based provider of agentic front-office tools for advisors, has moved into financial planning with the launch of PlanLab, a module that models how decisions in one area of a client's finances ripple across the rest. The company announced the update on Thursday, saying PlanLab is included with the DeepVest platform at no additional cost.
PlanLab consolidates a household's financial picture into a single interactive plan spanning 11 planning domains—retirement, taxes, estate, insurance, behavioral factors, and business ownership among them. The software maps 53 interconnections between these areas, allowing advisors to trace the downstream effects of actions such as delaying retirement or selling a business. To avoid the hallucination risks of large language models, PlanLab relies on deterministic calculators for core computations—Social Security claiming, Roth conversions, withdrawal sequencing, required minimum distributions, estate taxes, and annual gifting—while an AI assistant handles questions, scenario testing, and draft recommendations. All outputs require explicit advisor review and approval before anything is finalized.
“A financial plan shouldn’t be a static report that starts on the road to expiration the moment it’s emailed to a client,” said Toby Wade, CEO of DeepVest, in the announcement. Advisors can upload existing plans as PDFs, along with tax returns, account statements, or trust documents, and the system flags relevant details and proposes updates for sign-off. Integrations with CRMs and custodial accounts populate household information and holdings. A diagnostics engine scans for opportunities in tax, cash, concentrated stock positions, and baseline planning, rerunning checks nightly as meeting notes, custodial data, or client documents change. A “drift score” quantifies how far a client has strayed from the last plan of record and suggests corrective steps.
Docupace rebuilds wealth operations around client data
Docupace, a Holmdel, N.J.-based back-office and compliance software provider, has unveiled Docupace Next 1.0, a next-generation update to its wealth operations platform. Hosted on AWS, the platform reorganizes information around reusable contact records, an approach the company calls “Capture It Once, Use It Everywhere.” Data entered or synced once can serve custodians, accounts, documents, and workflows. For advisors and operations staff, this means a single contact record can link to multiple accounts, and 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, reducing the number of signing requests clients receive.
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. In 2025, Docupace reported that its platform—which now has 440,000 users—processed 2.8 million account openings, 17 million work items, and captured 21.8 million data elements without rekeying, saving 198,000 hours on client data gathering. The company also claimed a NIGO (not in good order) rate of just 1.7%, reflecting the share of paperwork rejected due to errors or missing information. Docupace, which has been backed by private equity since Genstar Capital took a majority stake in 2024, said the new data foundation will support AI agents that work alongside advisors and operations teams. “Customers keep the workflows and operational capabilities they rely on, and gain a more connected way to manage their data and serve their clients,” said CEO Brian Filanowski.
Focus Financial selects Nevis for enterprise AI
Focus Financial Partners, the mega-RIA with over $500 billion in collective client assets and more than 6,300 team members, has chosen Nevis as the AI platform for Focus Partners Wealth and its other business units. The move aims to reduce administrative work and free advisor capacity for planning and client relationships. Nevis will assign dedicated deployment teams to work with Focus's technologists and advisors on the behavioral changes that new tools require. “Their technology is purpose-built for the wealth management industry and flexible enough to support the diversity of our advisor network,” said Adam Birenbaum, who became Focus's CEO earlier this year. The announcement follows a broader trend of RIAs adopting AI to streamline operations, as seen in Merit Financial's recent CTO hire to push tech integration. For advisors, these developments underscore the growing importance of data-centric platforms and AI-assisted workflows, though the industry continues to grapple with integration challenges, as highlighted by Coastal Financial's securities suit over a fintech credit loss. The broader fintech investment landscape remains robust, with US fintech investment reaching $80.8B in H1 2026, according to KPMG.
