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.
This technology gives us the unique opportunity to process and chat with financial data and contextual information from financial sources such as SEC filings and earnings call transcripts.
We organize public and private data using a smart layered approach—universal, industry, and company levels. This creates meaningful connections and delivers relevant results to AI chat queries. This feature is currently limited to a focused group of stocks as more development is required.
Other features, sometimes deployed via AI "agents," can be used to generate analytical insights, including buy/sell/hold recommendations, for most U.S.-traded stocks.
Human Advice, Modern Tools
Check Out ADVYZE in Action!
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.
ADVYZE represents our strategic investment in advanced technology to future-proof our practice while elevating our analytical depth and efficiency.
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.
No. Our ADVYZE system operates independently of our client data systems. It does not collect or access any personally identifiable information (PII) about our clients. Its analysis is based solely on public and third-party financial data.
Yes, SEC EDGAR, Financial Modeling Prep (FMP) and corporations are our main data sources. These are raw data sources which do not use AI.
No. Responses are grounded in a domain‑specific knowledge graph with source attribution and knowledge layers which include universal financial concepts as well as industry and company specific configurations. The process is significantly more complex than providing a few corporate documents to AI to analyze.
There's no separate charge for ADVYZE. For Traditional Asset Management clients, using ADVYZE is included in your standard service fee. Asset Management Consulting clients are billed hourly for all advisory time, which may include time spent using the ADVYZE platform.
our ai safeguards
There is no client information in ADVYZE. 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
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ADVYZE Videos
Video #1: How We Research Stocks with ADVYZE
Coming Soon
Video #2: Convergence of AI & Equity Research
Coming Soon
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.