DeepVest Expands Into Financial Planning With PlanLab Acquisition
DeepVest is expanding its fintech capabilities by integrating financial planning tool PlanLab into its offerings. This move comes alongside major industry updates, including Docupace redesigning its wealth operations platform around a unified client record and Focus Financial adopting artificial intelligence tools to empower its network of advisors, signaling a broader technological evolution across the financial advisory sector.
Source: InvestmentNews