DeepVest, an AI-powered investment platform for financial advisors that enables CIO-level portfolio analysis and personalized proposals at scale, today announced the launch of MonitorLab, a comprehensive market monitoring and alerts platform layer helping advisors, wealth managers and investors stay aware of and react to market-moving developments. Using a simple natural-language interface, users can create sophisticated market alerts across securities, portfolios, earnings events, regulatory filings and macroeconomic signals, creating an always-on monitoring layer, continuously evaluating more than 50 technical, quantitative and market signals in real time.

With MonitorLab users can create alerts using plain English, such as monitoring for a technical indicator crossover, portfolio drift from target allocation, performance versus a benchmark index, an earnings report, a portfolio risk threshold or a significant economic event. By replacing manual dashboard-watching with automated, event-driven intelligence, MonitorLab helps users identify risks and opportunities the moment they become actionable.

“Human judgment remains the foundation of good investment decisions. Technology’s role is to make that judgment more informed and more efficient,” said Toby Wade, CEO of DeepVest. “Markets generate an overwhelming amount of daily information, but only a small fraction of it is truly actionable. With MonitorLab continuously running in the background, wealth managers, traders and financial planning professionals can spend less time searching for information and more time taking action.”

Building on the launches of Advisor Hierarchy, which enables personalized investment recommendations at scale, Behavioral Investment Suitability Analysis, which integrates behavioral finance into the recommendation process and the Firm-Level Governance Framework, which helps firms establish consistent investment oversight, MonitorLab represents DeepVest’s latest step toward creating a more intelligent and connected advisor experience. Together, these capabilities help firms combine portfolio intelligence, behavioral insights, governance controls and market monitoring within a single platform.

As advisors face growing pressure to serve more clients and manage more portfolios, MonitorLab helps scale their awareness without increasing operational complexity. For more information on these new capabilities, advisors can contact DeepVest at hello@deepvest.ai or visit deepvest.ai to request a live demo.

About DeepVest:

DeepVest is the agentic bridge for wealth management teams – a unified workspace that replaces disconnected front-office tools with a single platform for investment research, market data, client proposal generation and portfolio monitoring. The platform combines AI-driven workflow orchestration with deterministic calculations to help ensure accurate, transparent and auditable outputs. It brings together four capabilities in a single workspace: AgentLab for conversational investment research, DataLab for cross-asset market data, AdvisorLab for personalized, compliance-ready client proposals and MonitorLab for continuous market monitoring and alerts. Every portfolio decision, plan and interaction is grounded in verified institutional data with a complete audit trail, enabling advisors and chief investment officers to deliver personalized strategies at scale without adding operational burden. For more information, visit deepvest.ai.

Media gallery

About The Author