All Posts

Sprint 30 · June 29–July 5, 2026 Shipped Campaign budget recommendations now factor in industry benchmark data, giving teams smarter daily media budget guidance for hitting ROAS targets. Fixes Fixed a bug where Meta and LinkedIn campaign metrics could silently drop data when syncing over wide date ranges. Corrected the dashboard's total leads count, which was showing 0 instead of the actual number of leads. The onboarding agent can now be re-run successfully after a tenant's

VastAdvisor has looked at a lot of wealth management marketing content over the years. And I mean a lot. What we have seen, over and over, is the same handful of messages recycled across thousands of firms. Protect your legacy. Plan for the unexpected. Your future starts today. Advisors who've spent a career building expertise in specific niches – business owners in exit planning, physicians managing concentrated stock, first-generation wealth builders managing a transfer – r

Sprint 29 · June 22–28, 2026 Shipped Memory Palace now renders as an interactive 3D node graph — advisors can explore their connected relationship context visually, navigating entities and associations in three dimensions instead of a flat list Personalized campaign scoring is live — VastAdvisor now trains a per-tenant AI model on your rated themes and scores new themes against your firm's engagement history, not industry averages; activates automatically once a tenant reache

Sprints 27 & 28 · June 8–21, 2026 Shipped CampaignIQ performance charts now use platform brand colors with an interactive funnel legend — results are easier to read at a glance and share with clients Creative readability engine upgraded with perceptual signals, edge detection, and per-ratio scoring — ad quality is now assessed the way the human eye actually processes images, catching issues that pixel-level checks miss AdminIQ dashboards now reflect only live production tenan

The Cold Start Problem When we were honest with ourselves — really honest — we had to admit that VastAdvisor's MVP had a cold start problem: every time an advisor opens the platform to build a new campaign, the AI starts from scratch. For a solo RIA running three campaigns a year, that's friction. For a wealth enterprise running dozens of campaigns across a network of advisors, that's a compounding tax on every workflow the platform touches. Every re-explanation is time the a

Every version of VastAdvisor has been built on the same bet: the data firms need to run smarter campaigns already exists. It lives in their CRM, in client profiles, in years of relationship history. The missing piece was never the data — it was the layer connecting it to execution. v1.20 ships that layer. Three epics go live with this release: CRM sync, contextual memory, and theme intelligence. Your CRM tells the platform who your best clients are, memory reasons across that

Ask any wealth advisor where their client relationships live and the answer is always the same: the CRM. Salesforce. HubSpot. Dynamics. Redtail. Wealthbox. It doesn't matter which one — the CRM is where the firm's memory is stored. Relationship history, notes from the last call, where a prospect is in the pipeline, which clients are approaching a triggering life event. Many firms have also connected their CRM directly to LinkedIn, Google, and Meta. The native integrations ar

I've spent a lot of time talking to financial advisors about organic growth. And there's a pattern that comes up almost every time. Ask an advisor who their target client is and you'll get one of two answers. A description so narrow it sounds like a specific person they already know. Or something so broad it amounts to "people with money." Neither works. And when I push on it, the honest answer is usually the same: we've never really sat down and formally defined who we're ac

Sprint 26 · June 1–7, 2026 Shipped CRM history preserved on disconnect — swap or disconnect any of the 6 supported CRMs at any time without losing historical contacts, audiences, or sync records; a stale-data badge surfaces wherever disconnected data appears until you reconnect Regulatory audit trail for CRM actions — every CRM contribution to an audience and every VastAdvisor write-back is logged with full provenance metadata; 7-year retention is enforced automatically for r

Sprint 25 · May 25–31, 2026 Shipped Campaign Builder redesigned — new Campaign Assets section, Marketing Strategy document panel, and a refreshed Lead Form bring all campaign materials into one cohesive workspace. PDF-ready print routes added for Marketing Strategy and GTM Playbook documents — advisors can now generate print-quality outputs directly from the builder. iHTML creatives now support custom background images with full save and preview support. Creative readability

Sprint 24 · May 18–24, 2026 Shipped Eva @ Mentions — Type @ in the Eva composer to instantly surface matching campaigns, leads, ICPs, audiences, and contacts in a grouped dropdown. Select any entity to insert a linked chip at your cursor without breaking surrounding text. 7 Slash Commands in Eva — Type / to open a command palette: /recall, /facet, /go, /palace, /pin, /forget, and /help — letting advisors surface memory, navigate, and manage context without leaving the chat. C

Sprint 23 · May 11–17, 2026 Shipped Three CRM connectors now live — Salesforce, HubSpot, and Dynamics 365 all connect via per-tenant OAuth with standardized field mapping covering contacts, companies, opportunities, and activities. Redtail, Practifi, and Wealthbox are planned for a future release, pending client demand. CRM onboarding runbook published — a step-by-step certification guide for new CRM connectors ships with the platform, covering UDM creation, OAuth scope confi

The greatest generational transfer of wealth in history is underway. The generations inheriting it — Millennials and Gen Z — discover, research, and hire advisors in ways most RIAs and wealth enterprises are entirely unprepared for. Here's what the data says, and what to do about it.

A channel-by-channel breakdown of what RIAs actually pay to acquire a new client — and why most published CAC numbers in wealth management are wrong.

Sprint 22 · May 4 – May 10, 2026 Sprint 22 delivered the foundational CRM integration layer — the CRM connection domain entity and lifecycle model, field mapping configuration, and role-scoped visibility across Advisor, Firm, and Enterprise tiers. Eva gained a new notification-triggered chat capability ("Ask Eva About This"), letting advisors launch a contextual AI conversation directly from any platform alert. The sprint also flattened the left-nav to section labels for fa

For thirty years, advisor growth ran on introductions. The math no longer works — and the platforms that fix it will own the next $84 trillion.

Sprint 21 · Apr 27 – May 3, 2026 Sprint 21 deepened the AI Experiments platform with VoltOps trace API integration, persistable prompt overrides, form polish, and end-to-end runtime model override through VoltAgent with provider-aware schema scrubbing. The sprint also shipped first-class aspect ratio control through the full raw-asset generation pipeline, Google Ads offline conversion tracking for VastAssembly-qualified leads, and the /va:mermaid engineering skill for rende

Sprint 20 · Apr 20 – Apr 26, 2026 Sprint 20 delivered the full AI Governance Console — a native VoltAgent/VoltOps observability surface with a dynamic workflow registry, run history, experiment matrix, rate limiting, kill switch, cost estimation, PII boundary enforcement, and a governed prompt-promotion pipeline gated by CI regression and eng-lead approval. The sprint also shipped durable async email delivery via a Hangfire-backed queue, a fully phased user-scoped in-app no

Sprint 19 · Apr 13 – Apr 19, 2026 Sprint 19 shipped the first end-to-end commercial surface of VastAdvisor — self-service registration with Stripe billing, a full tier structure (Starter / Core / Pro / Elite) with edition-limit guards, and a Freemium path for brand-new tenants. Alongside monetization, the team delivered the AdminIQ Launch Analyzer (hybrid heuristic + AI) for cross-platform launch diagnostics, Admin Health + Platform Metrics dashboards for host operators, a

Sprint 18 · Apr 6 – Apr 12, 2026 Sprint 18 closed with 85 completed tasks. The team hardened audience targeting and sync across Google Display, strengthened launch auditability with deep links and OTEL-powered audit trails, added lifecycle safety guards, overhauled integrations UX, and resolved a batch of customer-facing campaign issues. Shipped Google Display Audience Targeting — affinity / in-market audience targeting end-to-end complete for Google Display campaigns. Audi