Feature Spotlight
Firm Profile Assembly
From setup to intelligence in minutes.
Most platforms ask you to configure settings. VastAdvisor’s Onboarding Agent builds your Firm Profile as a learning asset.
AI-Guided Onboarding Agent
Firm Profile Assembly uses an AI-guided onboarding agent to transform structured discovery into a living intelligence layer—capturing your firm’s positioning, ICPs, brand voice, and compliance context in a single, governed profile that powers every campaign and decision across VastAdvisor.
The Problem
Manual onboarding creates:
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Incomplete data
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Inconsistent setups
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Garbage intelligence downstream
You can’t build a learning system on weak inputs.
How it Works
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Guides structured discovery conversations
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Extracts firm positioning, ICPs, compliance context
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Normalizes everything into the Firm Profile
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Feeds this data directly into VastAdvisor IQ
Key Capabilties
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Guided firm discovery
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Automatic Firm Profile construction
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Structured capture of positioning, services, ICPs
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Compliance-aware data ingestion
Why It Compounds
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Your Firm Profile becomes the root training layer for:
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Campaign logic
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Brand voice enforcement
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Compliance screening
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Model fine-tuning
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Bad onboarding kills systems. This prevents that.
Who It’s For
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RIAs onboarding fast
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Enterprises standardizing firm data
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Platforms scaling advisor growth