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Product Description
About this Product
The Vastus platform ingests critical customer data enabling client service professionals to ask freeform text questions and receive contextual responses to client requests immediately:
- Delight Clients -Instantly answer client questions and deliver personal experiences promptly
- Intelligent Knowledge Support -Assists your team with finding the correct answers from across your applications
- Support Anywhere -Always have access to client information in the office or while on the road
- Operational Efficiency -Help everyone on your team accomplish more, faster with consistent results
About Vastus Technology
Vastus Technology is an early stage software company that has designed a cost-effective platform that helps advisory firms answer client inquires using natural language text. The Vastus platform enables organizations to is use a simple question-and-answer prompt that harmonizing and unifying all of your critical customer data allowing client service professionals to handle client inquiries quickly and accurately. Thus improving the quality and efficiency of your customer service and providing a better experience for all your clients. Our Mission is to establish Vastus as the industry leader in productivity solutions for Registered Investment Advisors while maintaining our fundamental corporate values to provide world class value and service to our customers.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.