Built for independent Massachusetts financial advisors
Your best clients get your best attention — you’d never miss a change that touches them. VastContext gives that same attention to your entire book: it reads Washington and Beacon Hill, finds the people each change actually touches, then hands you the reason to reach out — evidence and drafted note included — before they hear it anywhere else.
Estate value $2M–$3M is in the affected range · Massachusetts resident · Has a trust
IRS raises the catch-up contribution limit at 60–63
Internal Revenue Service · 3 clients affected · Age 61 · Still working
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Federal Register filings from the IRS, Social Security, CMS and the Employee Benefits Security Administration, the IRS Internal Revenue Bulletin, the CMS newsroom, and the Massachusetts sources with no press coverage at all: DOR Technical Information Releases, DOR news, and Aging & Independence.
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AI reads each document, discards the procurement notices and industrial minutiae, and extracts precise eligibility rules: who is affected, by age, residency, income, estate value, and circumstance.
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A deterministic engine compares every rule against your client profiles. No guessing — each match lists the exact conditions verified, so you can check its work.
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Your dashboard shows each change with the clients it affects, a recommended action, and a drafted outreach note you can copy into your own email.
Most AI applications ask the model to make decisions. We ask it to translate. AI excels at reading unstructured government language; software excels at checking structured conditions. The AI’s job ends once a document becomes eligibility conditions; deterministic code verifies them against each profile and shows its work — and every decision that touches a client stays yours.
Government language
regulations, notices, releases
AI translator
reads documents and facts — never identities
Domain language
age, residency, income, attributes
Deterministic matching
plain code, same answer every time
Your decision
evidence in hand — act, or dismiss
The AI never decides which clients are affected, never searches for exceptions, never invents eligibility. It reads documents and anonymous, verified facts — it never learns who anyone is.
Every match is deterministic and inspectable — each alert lists the exact conditions verified against the profile on file, none inferred.
If the translation improves, the whole system improves. When a better model ships, only the translator changes — the reasoning and the trust relationship stay intact.
The hard part was never knowing. It’s the twenty minutes of writing between knowing and saying something. Pick how you want to make contact and the draft is waiting — written against what you already know about that client, in your voice, for you to edit and send from your own email.
For the change that genuinely warrants a conversation. Explains what moved and why it touches them, then asks for the time.
No ask, no meeting, no urgency the change doesn’t earn. “This is on my radar for us.” The one clients remember, because most advisors never send it.
An opening line, the handful of points worth making, and a close — for the client you’d rather ring than write to.
Write it once and send it nine times. The note is written to one person and carries no one’s details, so each client gets their own copy with their own name on it — never a mass email, never a circular, and never a To line that shows your clients to each other.
Set a check-in window and anyone you haven’t written to inside it surfaces, with the update that gives you something to say. It reports only what it saw — it can’t know about the call you took last Tuesday, so one click says you’re caught up and they drop off the list. A prompt, never a score.
DOR Technical Information Releases are where MA tax law actually changes — estate thresholds, the surtax, conformity rulings. They have no press coverage and no feed. We read every one.
Rules can condition on residency, on the town someone lives in, and on the income and estate bands that MA thresholds actually turn on. A state-level change reaches your Massachusetts clients and stops there.
Every alert shows its evidence: “Massachusetts resident · age 71 · estate value $2M–$3M.” Conditions come from the client profile on file, never from AI inference.
One click generates a complete plain-English description from the actual regulation text — the concrete numbers, dates, and mechanics — plus what it means for advisory clients.
Not a birthday card or a canned newsletter — this client, this change, this evidence. Every draft is written against the facts on that client's profile, so it never explains single-filer rules to a married couple.
Import clients from any CRM export. Column names, dollar values, and profile attributes are recognized automatically, so there is no mapping exercise to sit through.
Strong matches surface prominently; weaker ones fold away, collapsed but never hidden. You set your own noise threshold.
Most AI products are built on an appetite for data — the more they ingest, the more they claim to help. VastContext is built on the opposite bet. No client emails. No phone numbers. No account numbers. No balances. A name, a town, and two dozen verified facts turn out to be enough to match threshold rules precisely and write outreach personally — built the way your compliance officer would have specified it.
Names and identities never reach the AI. Drafts are shaped by the same anonymous, verified attributes a match is built on — married, retired, Medicare-enrolled — and personalized locally, inside your account.
Where detail isn't needed, it isn't collected: income and estate ranges instead of balances, yes/no facts instead of documents. Enough to match precisely — nothing worth stealing.
Row-level security means your clients and alerts are invisible to every other advisor — enforced by Postgres itself, not application code.
Every tool you adopt is liability you inherit. This one was built to be the smallest line on that ledger.
VastContext tells you who, shows you the evidence, and drafts the note. And in the middle of the largest wealth transfer in American history, the assets stay with the advisor the whole family already trusts — trust that’s built one relevant call at a time.
We’re onboarding a small group of independent Massachusetts advisors first — join the waitlist and we’ll reach out as pilot spots open.