Who is this for?
Enterprise wealth firms don’t fail because of demand.
They stall because intelligence is fragmented, governance is manual, and AI adoption creates risk instead of leverage.
VastAdvisor unifies growth, intelligence, compliance, and security into a single governed system—so platforms can scale without losing control.
Organizations that acquire, integrate, and support multiple independent RIAs under a shared operating and governance model.
Examples: PE-backed RIA platforms, consolidators, national advisory networks
Use Cases: Centralized intelligence, governed growth, brand-level autonomy, scalable complianceSingle organizations operating across multiple offices, regions, or sub-brands with centralized leadership and infrastructure.
Examples: $5B+ AUM RIAs with regional offices
Use Cases: Consistent growth systems, centralized oversight, local execution flexibilityBroker-dealers supporting large networks of advisors with strict compliance requirements and distributed marketing execution.
Examples: National IBDs, hybrid BD/RIA models
Use Cases: Pre-execution compliance, marketing governance, scalable oversight, auditabilityPlatforms providing technology, compliance, and growth support to affiliated advisory practices.
Examples: OSJs, advisor service platforms, turnkey advisor platforms
Use Cases: Platform-level intelligence, network learning, governance without frictionInfrastructure providers supporting advisors and wealth platforms with data, custody, and compliance frameworks.
Examples: RIA custodians, clearing brokers
Use Cases: Intelligence layer integrations, governance alignment, risk mitigation, platform extensibilityAsset managers with advisor-facing distribution teams and marketing organizations.
Examples: Mutual fund companies, ETF sponsors, alternative asset managers
Use Cases: Compliant marketing, attribution, intelligence across channels, advisor engagement insightsPrivate equity-owned wealth organizations executing rapid growth, integration, and operational standardization strategies.
Examples: PE-sponsored advisory platforms
Use Cases: Scalable growth systems, defensible intelligence, valuation support, risk-managed AI adoptionCentralized functions within large wealth organizations that influence or own purchasing decisions.
Examples: Heads of Marketing, Compliance Officers, Risk Committees
Use Cases: Control, transparency, defensibility, operational efficiencyWealth arms of financial institutions operating under heightened regulatory and security requirements.
Examples: Regional banks, national credit unions with advisory services
Primary Needs: Governance-first growth, security, auditability, controlled AI deployment
"Most advisors still rely on outdated, high-friction acquisition models. VastAdvisor turns AI into a predictable, measurable, and compliant growth system"
Dani Fava
Chief Strategy Officer
Carson Group
Why Growth Doesn't Compound Across Networks
Individual firms or teams run campaigns independently, optimizing for local needs without benefiting from enterprise-wide insight.
Local Marketing Execution
Content and campaigns flow through manual, centralized approval processes that ensure oversight but slow execution.
Centralized Compliance Review
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Disconnected Data and Reporting
Insights gained by one team or firm are not captured or reused elsewhere, causing performance to reset instead of compound across the network.
No Shared Learning Loop
From Tool Standardization to Intelligence Infrastructure
Winning platforms don’t standardize tools.
They standardize how learning happens.
VastAdvisor introduces a unified intelligence layer that:
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Learns from every firm and campaign
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Enforces governance automatically
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Preserves local autonomy
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Improves performance across the network over time
This is how growth compounds at enterprise scale.
VastAdvisor enables learning to occur at the platform level so insights from campaigns and outcomes improve performance across the entire organization. Optimization compounds over time instead of resetting firm by firm.
VastAdvisor embeds governance directly into execution so every campaign and decision follows firm-specific and regulatory standards by default. Growth accelerates because oversight is automatic, not manual or reactive.
VastAdvisor provides centralized oversight across firms while preserving local execution and autonomy. Leadership gains visibility and control at scale without introducing operational friction.
VastAdvisor is architected with security as a foundational layer, protecting data, models, and workflows across the platform. Intelligence scales safely without introducing exposure or compromising trust.
Governance
Built for Scrutiny—Not Just Speed
VastAdvisor embeds governance at the architectural level:
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Every decision is logged and explainable
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Compliance intelligence reviews content before launch
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Regulatory alignment evolves continuously
Reduces
01
Manual Review Cycles
Approval processes rely on human checkpoints that slow execution and introduce inconsistency as volume increases.
Reduces
02
Compliance Escalations
Gaps in review or clarity trigger issues after launch, forcing intervention and delaying forward progress.
Reduces
03
Risk Exposure from AI Adoption
AI is deployed without embedded governance, creating uncertainty around accountability and explainability.
Platform Scale, Local Control
Firms retain control of their voice, strategy, and local execution while operating within shared enterprise standards. The platform maintains control of governance and intelligence, ensuring consistency, oversight, and continuous learning across the network. This balance is what makes enterprise adoption sustainable at scale.
Enterprise-wide rules and guardrails are defined centrally to ensure consistency, compliance, and control across the organization.
Individual firms and teams retain flexibility to execute campaigns and strategies in ways that reflect their local markets and brands.
Insights, benchmarks, and performance signals are captured at the platform level so improvements benefit the entire network over time.
Proof
Faster Executions
Firms deploy campaigns more quickly because governance and compliance are enforced automatically rather than through manual review cycles.
Insights That Work
Performance data is connected end to end, making growth decisions inspectable, explainable, and defensible across the organization.
Reduced Risk
Intelligence, governance, and security scale together, lowering operational and regulatory exposure as adoption expands.
Explore How Enterprise Intelligence Powers AUM Growth and Retention
VastAdvisor turns growth and engagement data into governed intelligence that strengthens acquisition, deepens advisor impact, and improves client retention at scale.