DeepVest launches PlanLab, linking 11 financial planning areas in one dynamic plan
PtrPomorski · x · 2026-10-15
DeepVest announced PlanLab, a financial planning product aimed at plans that go stale the moment they're sent. It turns a household's finances into one connected model covering 11 planning areas with 53 links between them, showing how a decision in one area affects the rest. It ships with deterministic calculators (Social Security claiming, Roth conversions, withdrawal sequencing, RMDs, estate/gifting) and an AI assistant that only proposes—advisors review and approve, nothing applies automatically. It can also ingest existing plan PDFs and client documents to suggest updates.
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