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ADVYZE is in beta and available to select Deem Asset Management clients.
Legal
Disclosures
Firm brochure, investment disclaimers, AI-output limitations, and regulatory notices governing the ADVYZE platform.
Documents
Compliance Documents
Our firm brochure (Form ADV) and privacy policy are available on our firm website.
View Firm Brochure & Privacy Policy at deemasset.comInvestment
Investment Disclaimers
Research Tool, Not a Robo-Adviser
ADVYZE is an AI-assisted equity research tool that supports our advisory services. ADVYZE is not a robo-adviser and does not tailor outputs to individual client circumstances. Any investment recommendation communicated to a client or implemented in an account is made by a human adviser who reviews relevant information and considers client-specific factors before taking action.
Buy/Sell/Hold Outputs
Certain ADVYZE features may display "buy," "sell," or "hold" labels or recommendation-like outputs generated during research workflows. These outputs are research workflow outputs, not individualized investment recommendations. They do not incorporate a user's suitability, objectives, or risk tolerance unless and until a human adviser reviews and adopts a recommendation in the course of providing advisory services.
No Guarantee of Accuracy
While we strive to provide accurate and up-to-date information, ADVYZE makes no representations or warranties regarding the accuracy, completeness, reliability, or timeliness of any information provided. Market conditions and company fundamentals can change rapidly, and past performance is not indicative of future results. Certain data, such as earnings call transcripts, may be delayed by several hours after an event before becoming available through our data providers.
Risk Disclosure
Investing in securities involves significant risk of loss. Past performance does not guarantee future results. Users should carefully consider their financial situation, investment objectives, and risk tolerance, and consult with a qualified financial adviser before making any investment decisions.
Data Sources
ADVYZE aggregates financial data from Financial Modeling Prep, SEC EDGAR, The Earnings Scout, and directly from public company disclosures. Economic data displayed on the Platform is retrieved via the FRED® API provided by the Federal Reserve Bank of St. Louis. This product uses the FRED® API but is not endorsed or certified by the Federal Reserve Bank of St. Louis. Your use of any Platform feature that displays FRED® economic data is also subject to the FRED® API Terms of Use, which you agree to by using those features. Market data may be delayed. Historical data is subject to revisions by the underlying data providers. Users should verify information through primary sources such as SEC filings, company press releases, and official financial statements.
Technology
AI & Technology
ADVYZE combines proprietary research frameworks with live financial data and third-party AI services to generate structured equity analysis. The platform currently uses Anthropic's Claude as its AI model provider. The identity of the AI provider may change over time; material changes will be disclosed in an updated Form ADV.
AI-generated outputs may contain inaccuracies despite multi-layer validation. The platform relies on external infrastructure, including AI model providers and data vendors, whose availability and performance may affect platform functionality. See Investment Disclaimers above for additional details.
Privacy
Privacy & Data Usage
ADVYZE collects and processes user data in accordance with our privacy policy. We do not share client personally identifiable information (PII) with external AI providers for training purposes. We do not sell personal information to third parties.
View Privacy Policy at deemasset.comRegulatory
Registration & Regulatory
Deem Asset Management, LLC is registered to provide investment advisory services in Ohio and Maine. Registration does not imply a certain level of skill or training. The firm may only transact business in states where it is properly registered, or is excluded or exempt from registration requirements. Follow-up, individualized responses that involve rendering personalized investment advice for compensation will not be made absent compliance with state investment adviser licensing requirements, or an applicable exemption or exclusion. Information on this site is for informational purposes only and does not constitute investment advice.
Affiliations
Company Affiliation Disclaimer
ADVYZE is not affiliated with, endorsed by, or sponsored by any of the companies whose stock data, financial information, or logos are displayed on this platform. All company logos, trademarks, and brand elements remain the property of their respective owners.
Questions
Questions, Concerns & Escalation
For questions about these disclosures, discrepancies in AI-generated outputs, or concerns about the information provided by ADVYZE, please contact the Chief Compliance Officer.
02Data discrepancyNotify the CCO immediately if AI output contains materially incorrect info