GPTadvisor's deep search, enhanced agentic capabilities and more
We have a new release that brings expert-mode research to the platform and a redesigned chat experience for our users
At GPTadvisor, we are constantly pushing the boundaries of what’s possible in AI-driven advisory tools. Our latest release introduces Deep Search, a powerful upgrade that enables wealth managers to go beyond the surface and extract deeper, sharper insights for better decisions.
🧠 Deep Search: Ask Deeper, Act Smarter
With GPTadvisor Deep Search, you can now explore complex macroeconomic topics, industry trends, and portfolio strategies with expert level depth. Responses are complete, well-sourced, and structured to support professional use cases.
Key highlights include:
In-depth macroeconomic analysis with clear narrative explanations
Contextual answers tailored to asset class and client strategy
Source transparency and follow-up prompts for ongoing exploration
Ideal for investment research, strategy design, and client reports
Switch between 3 different AI Modes
Internal Search Mode: Answers composed from curated, firm-specific sources. Perfect for most day-to-day uses.
Internet Mode: Expands coverage with real-time searches in pre-approved domains. For instance, the latest news on tariffs.
Deep Search: Designed to give you the depth of a research analyst combined with the speed and flexibility of GPTadvisor’s conversational engine.
💬 A Redesigned Chat Experience To Seamlessly Integrate Analysis and Reporting Tools
We’ve transformed the GPTadvisor chat experience, moving beyond simple Q&A. Our new conversational engine seamlessly integrates with our analytical and reporting tools, enabling advisors to tackle complex tasks directly within the chat. GPTadvisor intelligently selects the optimal UI and displays responses in beautiful charts, interactive tables, PDFs, or more.
Here are some of the featured new capabilities:
Request complete product reports and comparisons including interactive charts, PDFs and more
Instantly compare products including AI-generated explanations and arguments
Build portfolios chatting with our agents and analyse them completely right away
Generate client-ready outputs on the go including beautiful PDFs, emails and more
Coming soon: Craft fully personalised investment proposals
All of this happens directly within the chat in natural language, with no need to switch tabs or use separate tools. The result is a unified workflow where research, analysis, and reporting are all accessible in one place.
📁 New Document Panel: Embedded Access to Firm-Specific Content
One of the most powerful additions in this release is the new Document Panel, built to connect your firm's internal knowledge directly to the AI workflow.
The panel gives wealth managers quick access to all internal documents, including investment policy statements, model portfolio descriptions, product factsheets, compliance guidelines, and research reports. These documents are organized in a single interface and can be opened instantly with one click.
You can also reference any document directly in your conversation with the AI using a "Link to Chat" button. This allows the AI to read and apply the content of the selected document to the current task. For example, you can ensure that a recommendation aligns with your firm's house views or that a product suggestion fits your preferred lists.
The Document Panel improves efficiency, maintains consistency, and helps eliminate the need to switch between systems or manually search for files. It brings your institutional knowledge directly into the advisory process, saving time and increasing confidence in every interaction.
For example, advisors at some firms are already using their institution’s weekly market reports and research publications directly within conversations. This allows them to respond to clients with personalised insights based on official content, turning internal knowledge into real-time advisory value.
📊 Expanded Access to Stocks and ETFs
We’ve significantly increased the number of stocks and ETFs available for analysis on the platform. You can now access a broader universe of instruments across global markets, making it easier to research, compare, and recommend products that align with your firm’s strategy.
🌐 New Website, New Experience
We’ve completely redesigned the GPTadvisor website to better reflect the evolution of our product and vision. The new site offers a clearer view of the platform’s capabilities, use cases, and client success stories, all within a cleaner and more intuitive layout.
Whether you want to explore how GPTadvisor enhances advisory workflows or dive into real examples of AI applied to wealth management, the website is designed to help you find the right information quickly and easily.
Visit gptadvisor.com to discover what’s new.