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TECHNOLOGY PROVIDERS Specialized Planning Applications
VANILLA
Estate Advisory Platform
The Vanilla Estate Advisory Platform is a comprehensive, fully-digital estate planning platform, purpose-built to help financial advisors cultivate deeper relationships, increase share of wallet, and win new business to protect their clients’ legacy. Estate planning has emerged as the next frontier of wealth advisory with increasing importance on helping clients build their legacy, reduce family conflict at death, and minimize estate taxes. Vanilla gives advisors an interactive, visual platform of the complete estate plan so clients can make better strategic decisions. Vanilla’s recently enhanced platform allows financial advisors to collaborate better with their clients. From robust and easy-to-understand visualizations to detailed diagrams of how assets transfer to future generations, Vanilla is reinventing the estate advisory experience with innovative technology, design, and industry-leading wealth transfer strategies.
Vanilla is a leading provider of estate planning solutions. The company is transforming legacy estate planning into a modern, easy-to-use experience that turns complex documents into an ongoing conversation. With a complete picture of their client's total estate and a deeper understanding of their ultimate goals, advisors can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value. Learn more about Vanilla at justvanilla.com.
240 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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