Wealth and Estate Intelligence Platform

Product Infographic captions

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  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.

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  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.

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  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's "Ultra" plan was designed specifically for advisors with ultra-wealthy clients. Build a living PFS in minutes that allows for easy ongoing reporting.

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  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.

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  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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  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.

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  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.

• 3

  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.