Solution introduction
AI-Powered Organic Growth Solutions for Independent Broker-Dealers, Asset Managers, Custodians, and Aggregators
VastAdvisor Enterprise empowers enterprises to evolve beyond referral-driven, vendor-dependent growth. By embedding AI at the core of your advisor ecosystem, we turn growth into a predictable, measurable operating system that drives firm-wide value
Who is this for?
Independent broker-dealers, custodians, asset managers, and aggregators all share the same pain point: advisor growth has not kept pace with digital transformation.
- Referrals and purchased leads are expensive, unpredictable, and difficult to scale
- Vendor-driven marketing lacks attribution and firm-level transparency
- Advisors operate with fragmented tools, leaving enterprises blind to ROI and adoption
- Compliance risk slows execution and limits innovation
For enterprises managing thousands of advisors across hundreds of offices, these inefficiencies compound—driving up costs, stalling growth, and eroding competitive edge.
