Why advyze matters for you
ADVYZE was built to solve a fundamental problem: quality individual stock and industry research consumes enormous amounts of time for wealth managers which takes away from client-focused strategy and advice.
Our founder, drawing from experience as an institutional sell-side equity research analyst and investor relations professional, recognized this critical gap and was passionate about bringing proprietary and unique investment research capabilities to Deem Asset Management.
ADVYZE eliminates research busywork by automating various aspects of our investment analysis workflows. Our goal is to focus on what matters most: understanding investments, identifying risks, and generating actionable insights for your portfolio.
The result: Faster research and deeper insights into a focused universe of stocks.
What you get: Human advice enhanced by advanced technology. No hype, no extra fees, no guarantees.
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advyze Investment research
ADVYZE is an internally built equity research software application at Deem Asset Management. It is used by your advisor to support investment decisions.
We can organize data from sources such as corporate SEC filings and earnings call transcripts to create meaningful connections and deliver relevant results to AI chat queries. Some of these specialized features are limited to a focused group of stocks.
Frequently Asked Questions
Please reach us at a@deemasset.com if you cannot find an answer to your question.
No. ADVYZE is a research tool that helps your advisor analyze investments more efficiently. It does not make final investment decisions or manage your portfolio. Your advisor maintains full control over all recommendations and trading decisions, which are based on their professional judgment and your unique financial goals.
No. While we believe ADVYZE should help us perform better analysis, the use of AI tools does not change or eliminate the inherent risks of investing, including the risk of loss.
ADVYZE operates independently of the firm's trading and custodial systems and does not access client account data, portfolio holdings, or transactional information maintained by the firm's custodian.
However, if you access ADVYZE, we collect information associated with your platform use, including authentication details (email and account credentials you create for the platform), device and browser information, IP address indicators, timestamps, and platform security logs. Your platform credentials are secured using industry-standard encryption and hashing.
Research queries, AI-generated outputs, and related advisory records are retained. As the platform administrator, the firm's CCO or authorized personnel may access platform records, including research queries and AI-generated outputs, for supervisory review.
Yes, SEC EDGAR, Financial Modeling Prep (FMP), Earnings Scout and corporations are our main data sources. These are raw data sources used in the application.
Our firm does not charge extra to Traditional Asset Management clients if ADVYZE is used for completing research tasks.
ADVYZE is not a standalone service of our firm.
Traditional Asset Management clients participating in our beta program are not charged.
Asset Management Consulting clients are billed hourly for all advisory time, which may include time spent using the ADVYZE platform.
our ai safeguards
We do not incorporate client profiles, suitability data, or account information.
We use mock or de‑identified data for financial planning when a large language model is involved in due diligence.
ADVYZE is not connected to any broker-dealer or custodian.
Our code of ethics prohibits our staff from trading on ADVYZE-generated recommendations before clients have the opportunity to act, ensuring fair treatment and preventing conflicts of interest like front-running.
Investing actions are always made by a human advisor. An advisor may partially use ADVYZE for an investment recommendation, but it does not determine suitability, nor is it the sole source of research relied upon.
ADVYZE Documentation
Disclosures
ADVYZE Content
2025 ADVYZE Introduction
Deem Asset Management, LLC
Disclosure: Financial advice and securities recommendations mentioned on deemasset.com are not universally suitable. Contact your financial advisor for personalized financial advice. Please refer to our Form ADV PART 2A firm brochure for additional disclosures.