Rachel Pettis

Aug 17, 2023

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Accelerate client onboarding with the new Balance Sheet Builder

Today, we are launching a refreshed Balance Sheet Builder to help advisors bring client financial information into Vanilla more quickly.

The new ownership-driven balance sheet makes it easier to enter client accounts and data.  Instead of creating individual assets, entering a client’s information now begins at the account level through one centralized drop-down menu. New dynamic fly-outs for each account or asset type require minimal information to get set up which allows for a faster and more intuitive data entry process. Or if you’re using one of our integration partners, your client’s data will be reflected in the balance sheet alongside any manual entries in a few quick clicks.

Once an entry is made in the balance sheet, it can be modified or easily removed as needed.With a simplified balance sheet, advisors can onboard clients more quickly to see a complete picture of their estate.

For more information on the balance sheet builder, check out the recording of our latest “What’s New in Vanilla” webinar.

Interested in a demo?
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