ADVYZE is in beta and available to select Deem Asset Management clients.
ADVYZE is the equity research platform Deem Asset Management uses with our advisory clients. It applies the fundamentals and frameworks professional equity analysts rely on. We are expanding coverage across all 11 sectors and 159 industries.
All other securities are accessible for traditional research through the platform.
AI-powered analysis built around the earnings cycle. Preview a stock before it reports, recap results after, and track how the narrative evolves quarter to quarter.
Also available
AI analysis reports alongside traditional financials, transcripts, estimates, and filings. Save the reports, transcripts, filings, and notes you want to come back to. Compare across companies in one place.
Data availability varies by company and filing history. Sourced from reliable data providers.
Data coverage reflects the full capacity of our data providers. ADVYZE has not tested full access to every stock, industry, security, or exchange. Many features use shorter historical windows than the maximum available.
ADVYZE has entered beta and is available to select Deem Asset Management clients. Beta means the platform is functional and actively used, but features, data coverage, and AI capabilities are still being developed and refined.
During beta, we are testing workflows, expanding AI playbook coverage, and incorporating client feedback into the product. The platform is not available to the general public. Advisory access requires an existing advisory relationship with Deem Asset Management and an invitation from your adviser.
Features and availability are subject to change. AI-generated outputs may contain errors and do not constitute personalized investment advice.