michael.pendergrass
Acronym
Vanilla
Product ID
Wealth-Estate-Intelligence-Platform
Description

Wealth and estate planning intelligence platform.
 

Images
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Vanilla_1
Details
  • Understand exactly where all your clients are in the planning process and deliver the ultimate client experience. In a glance, you can see how many clients are in your pipeline and who may need further assistance.
  • Show your clients you care about more than their money. Unlock new value through automated reminders and customized opportunities you can take immediate action on.
  • Quickly navigate to your clients that require the most attention. A simple follow up can go a long way for your client's overall experience.
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Vanilla_2
Details
  • Vanilla's "Ultra" plan was designed specifically for advisors with ultra-wealthy clients. Build a living PFS in minutes that allows for easy ongoing reporting.
  • We help you report on what matters most to ultra-wealthy clients—how much of their assets are inside vs. outside the estate, liquidity, remaining exemption, and current tax liability.
  • Show your clients a detailed breakdown of assets by owner. A spin on a traditional balance sheet, except ours is tied to living data.
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Vanilla_3
Details
  • On-boarding clients is simple and intuitive. From start to finish, you and your clients can understand exactly where they are in the planning process.
  • A self-guided experience in plain English. Vanilla guides clients through the process without the need for real-time assistance. Even if a client is not able to answer a question in-app, they can flag it for the attorney to review with them.
  • Customized estate opportunities help you show new value, no expertise required. After your client's profile is created, Vanilla generates customized opportunities you can take immediate action on. 
Features

Wealth and estate planning intelligence platform:

  • Help clients see the total picture of their wealth & legacy
  • Identify advanced wealth and estate planning opportunities
  • Re-imagined estate planning document creation
Vendors
Vanilla
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Financial Planning
UHNW Technology
Ad Hoc Tags
DoubleClick Tags

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