VastAdvisor FAQ — General

Question 1

What is VastAdvisor?

Accepted Answer

VastAdvisor is a governed AI growth platform purpose-built for Registered Investment Advisors (RIAs) and wealth-management enterprises. It combines compliant, RIA-tuned AI models with an integrated lead-generation, content, and client-engagement engine so firms can scale marketing, prospecting, and advisor productivity without taking on regulatory risk.

Question 2

Who is VastAdvisor for?

Accepted Answer

VastAdvisor serves independent RIAs, hybrid advisors, multi-family offices, and enterprise wealth-management firms — typically with $50M to $5B+ in AUM — that want to grow organically with governed, brand-safe AI rather than relying on lead brokers, generic agencies, or ungoverned consumer LLMs.

Question 3

How is VastAdvisor different from lead brokers and marketing agencies?

Accepted Answer

Lead brokers sell the same recycled prospects to many advisors and agencies bill hourly with little accountability for compliance or outcomes. VastAdvisor delivers exclusive, intent-qualified prospects through your own owned channels, governed by RIA-specific compliance controls, and powered by AI that learns your firm's voice, services, and ideal-client profile.

Question 4

How is VastAdvisor different from using ChatGPT or other consumer AI tools?

Accepted Answer

Consumer LLMs are trained on the open internet, have no awareness of SEC, FINRA, or state RIA marketing rules, and offer no audit trail. VastAdvisor uses RIA-fine-tuned models with built-in disclosure logic, supervisory review workflows, content archiving, and an immutable audit trail designed for compliance examinations.

Question 5

How much does VastAdvisor cost?

Accepted Answer

VastAdvisor offers four tiers: Starter at $799/month for firms up to $250M AUM, Core at $1,750/month for $250M–$750M AUM, Pro at $3,500/month for $750M–$2B AUM, and Elite at $9,999/month for $2B–$5B+ AUM and enterprise deployments. Annual contracts include onboarding, training, and dedicated growth support.

Question 6

How long does it take to see results?

Accepted Answer

Most firms launch in two to four weeks and see initial qualified-pipeline activity within the first 60 to 90 days. Compounding growth in organic traffic, qualified meetings, and AUM-influenced pipeline typically becomes meaningful by months four through six as the AI learns the firm's voice and audience.

Question 7

Do I own the content and data VastAdvisor produces?

Accepted Answer

Yes. All content, prospect data, model fine-tunings, and analytics generated through VastAdvisor are owned exclusively by your firm. We never resell client data, never share leads with other firms, and provide full export at any time.

Question 8

Is VastAdvisor compliant with SEC and FINRA marketing rules?

Accepted Answer

Yes. VastAdvisor is designed around the SEC Marketing Rule (Rule 206(4)-1), FINRA communications standards, and state RIA advertising requirements. Every AI-generated communication routes through configurable supervisory workflows with archiving, disclosure injection, and an examiner-ready audit trail.

Question 9

Does VastAdvisor replace my CRM, marketing automation, or compliance archive?

Accepted Answer

No. VastAdvisor sits alongside your existing stack and integrates with leading CRMs (Salesforce, Wealthbox, Redtail), marketing platforms (HubSpot, Mailchimp), and compliance archives (Smarsh, Global Relay) so you keep your systems of record while gaining a governed AI growth layer.

Question 10

How is my firm's data protected?

Accepted Answer

VastAdvisor uses encryption in transit and at rest, SOC 2-aligned controls, role-based access, tenant isolation, and contractual prohibitions against using firm data to train shared models. Sensitive client information is never exposed to public LLMs.

Question 11

What kind of support and onboarding do I get?

Accepted Answer

Every plan includes guided onboarding, voice and brand calibration of your AI models, integration setup, and ongoing growth support. Pro and Elite firms receive a dedicated growth strategist and quarterly business reviews focused on pipeline, AUM influence, and ROI.

Question 12

How do I get started with VastAdvisor?

Accepted Answer

Start by booking a discovery call at vastadvisor.ai. The team will assess your firm's growth goals, current stack, and compliance environment, then recommend the right tier and onboarding plan. Most firms move from first call to launched platform in two to four weeks.