Built for independent Massachusetts financial advisors
Government agencies publish thousands of pages of changes every week. Vast Context reads all of it — IRS, Social Security, CMS, and Massachusetts DOR — and matches every change against your client book. You open one page each morning and see who’s affected, the evidence, and what to do about it.
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The pipeline reads the Federal Register (IRS, SSA, CMS), the CMS newsroom, and Massachusetts DOR — Technical Information Releases included. Sources most advisors have never had time to open.
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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 executing structured logic. The AI’s job ends once a document is translated into eligibility conditions — from there, deterministic code takes over.
Government language
regulations, notices, releases
AI translator
reads the document — never a client
Domain language
age, residency, income, attributes
Deterministic matching
plain code, same answer every time
Transparent decisions
every condition listed, checkable
The AI never decides which clients are affected, never searches for exceptions, never invents eligibility. It reads documents; it never reads clients.
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.
DOR Technical Information Releases, DOR news, and Aging & Independence announcements — the documents where MA tax law actually changes, which have no feed and no press coverage.
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.
Turn any update into a ready-to-edit client note. You copy it into your own email system; Vast Context never contacts your clients, so your compliance archiving applies unchanged.
Import clients from any CRM export. Column names, dollar values, and profile attributes are recognized automatically — a 200-client book takes about two minutes.
Strong matches surface prominently; weaker ones fold away, collapsed but never hidden. You set your own noise threshold.
Client information is never sent to the AI, to any data source, or to anyone else. Messages are drafted with placeholders and personalized locally.
Profiles use ranges — income and estate bands, yes/no attributes — not account numbers or balances. 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.
We’re onboarding a small group of independent Massachusetts advisors first. Join the waitlist and we’ll reach out as pilot spots open.