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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 conf

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

Sprint 17 · Mar 30 – Apr 5, 2026 Sprint 17 expanded Lead IQ analytics and intelligence, improved launch chain observability, delivered searchable filter UX across dashboards, and iterated on Audience IQ, Dashboard Builder, and Enterprise onboarding. 80 completed items. What shipped well: dashboard/widget builder UX, design-system foundations, enterprise onboarding + view-mode improvements, and a meaningful batch of ad-platform reliability fixes. Shipped Dashboard Designer

Sprint 16 · Mar 23 – Mar 29, 2026 Sprint 16 hardened the campaign launch pipeline end-to-end, improved targeting generation and prefill correctness, expanded validation and error visibility, addressed DB connection pool exhaustion, and migrated observability to Better Stack. Shipped Campaign Launch Pipeline Hardening — improved launch workflow orchestration, platform sync behavior, and reduced failures due to payload size and timeouts. Split media uploads into separate memb

Sprint 15 · Mar 16 – Mar 22, 2026 Sprint 15 focused on hardening campaign launch and targeting for LinkedIn and Meta, strengthening compliance and concurrency robustness, advancing Lead IQ list and ingestion workflows, and adding production observability with Heap. Shipped Campaign Launch and Targeting Hardening — LinkedIn & Meta — fixed multiple urgent LinkedIn launch and configuration issues: removed/rewired invalid bid type handling, corrected default bidding strategy to

Sprint 14 · Mar 9 – Mar 15, 2026 Sprint 14 focused on completing the RIA dashboard, improving onboarding and ICP UX, hardening platform reliability, and resolving production bugs reported through Marker.io. Shipped RIA Dashboard Delivery — completed the RIA dashboard implementation and closed out related widget work, including KPI cards, funnel visualization, compliance health, and welcome header personalization. Feature-flagged dashboard widgets brought to completion. ICP

General Availability · Through Mar 8, 2026 VastAdvisor.ai is live. The platform ships with full campaign creation and management, audience intelligence, compliance governance, firm settings, and enterprise-grade multi-tenant infrastructure. Built across 13 sprints. Core Capabilities Shipped Campaign Creation & Management — full campaign lifecycle — create, view, edit, pause, duplicate, and delete campaigns from a polished management table with a streamlined actions menu. Au

In the evolving landscape of wealth management, customer relationship management (CRM) systems have become indispensable. However, traditional CRMs often fall short in meeting the complex demands of advisors working within wealth management firms, RIAs, and enterprise platforms. The integration of artificial intelligence (AI) into CRM systems is revolutionizing how advisors manage client relationships, streamline workflows, and drive growth. This article explores the transfor

Artificial intelligence (AI) is transforming the wealth management industry. Registered Investment Advisors (RIAs) are increasingly adopting AI-driven solutions to enhance client service, streamline operations, and improve decision-making. However, the integration of AI in this highly regulated sector demands careful oversight. Without proper regulation and compliance tools, AI can introduce risks that jeopardize client trust and regulatory standing. This article explores why

In the evolving landscape of wealth management, regulatory compliance remains a critical challenge. Registered Investment Advisors (RIAs) face increasing scrutiny from regulators, demanding rigorous adherence to complex rules. The integration of artificial intelligence (AI) into compliance processes is transforming how RIAs manage these obligations. This post explores how AI compliance is revolutionizing the industry, offering practical insights and actionable strategies for

Artificial intelligence (AI) is transforming the wealth management industry, offering unprecedented opportunities for efficiency, personalization, and scalability. However, as AI systems become more integral to decision-making processes, regulatory compliance emerges as a critical concern. Navigating the complex landscape of AI regulations requires a structured approach that balances innovation with accountability. This post explores how wealth management firms, RIAs, and ent

Understanding the structure and rationale behind wealth advisor fees is essential for firms aiming to optimize their service offerings and client relationships. Wealth management firms, Registered Investment Advisors (RIAs), and enterprise platforms often face challenges in communicating fee structures transparently while maintaining compliance and scalability. Leveraging AI insights can provide clarity and actionable intelligence to navigate this complex landscape effectivel