Jessica Lantz

Aug 06, 2026

Print Share

How Vanilla’s eMoney integration helps streamline financial and estate planning for advisors

Estate planning is a critical component of comprehensive financial planning. For most RIAs, it’s also the hardest part to operationalize, because the financial data lives in one place while the estate work is done somewhere else entirely.

The disconnect can be costly: manual data entry, version control problems, and siloed estate planning conversations (or no estate planning conversations at all).

In 2024, Vanilla became the industry’s first estate planning solution to bring together AI-powered estate planning and leading financial planning capabilities when we launched our integration with eMoney, a collaboration designed to help advisors offer a more holistic approach to wealth management.

The Vanilla and eMoney integration in practice

Vanilla connects directly to eMoney, pulling in client balance sheets, real estate holdings, and other key financial data automatically. When advisors log into Vanilla, the data refreshes without any exporting, copy and pasting, or reconciling separate documents.

From there, Vanilla’s AI-powered tools analyze the imported data and generate estate plan visualizations that layer financial detail with estate structure so it’s easy to see who owns what, how the assets transfer, and where any potential gaps are.

Advisors, estate attorneys, and clients can all work from the same up-to-date source, which eliminates the version control issues and miscommunications that often slow down execution across teams.

The impact of the integration on RIA workflows

The operational lift of estate planning has always been a barrier for advisors, who have had to manually transfer client data, rebuild balance sheets in separate platforms, and maintain two sources of truth.

Vanilla’s integration with eMoney eliminates roadblocks to estate planning adoption, implementation, and success. Client financial data transfers from eMoney to Vanilla automatically, so critical estate data comes over quickly, enabling advisors to see and act on gaps and opportunities.

Because Vanilla is built to serve clients across the wealth spectrum, from mass affluent to ultra-high-net-worth, the integration scales with the complexity of the client’s needs. Whether an advisor is working through a straightforward estate plan for an emerging affluent client or navigating a multi-generational wealth transfer strategy for a family with significant assets, the connected workflow supports the full range of needs.

Integrating financial planning and estate planning also improves client conversations. When financial data and estate structure can be presented in the same view, the impact of estate planning on the broader financial picture is easier to understand. Advisors can model how a gifting strategy affects long-term outcomes, identify beneficiary misalignments, and flag planning gaps in real time without having to pull data from a second platform mid-conversation.

The integration evolution: what’s new and coming next

Vanilla is continuing to build on the eMoney integration, with enhancements in development that will expand what advisors can do. The latest release added support for on-demand syncing, beneficiary data, and a fuller range of imported accounts and assets.

Elevate your firm’s ability to offer comprehensive financial planning

For RIA firms and family offices that are already running their financial planning practice in eMoney, the integration with Vanilla provides the connective tissue you need to level up estate planning conversations and deliver more client value without the additional operational burden.

As of August 2026, the platform has processed more than 60,000 estate planning documents, is connected to more than $30 trillion in assets, and has been adopted by many of the top 25 RIA firms in the U.S. More than 5000 financial advisors use Vanilla today. 

Ready to see how it fits into your practice? Book a demo to learn more about the eMoney integration.   

Want to learn more about Vanilla’s full suite of integration partners? Visit our website. 

Frequently Asked Questions

Do I need to be an existing Vanilla customer to use the eMoney integration? Yes. The eMoney integration is available to Vanilla customers. If you’re not yet using Vanilla, you can book a demo to see how the platform works and learn how the integration fits into your existing eMoney workflow.

What client data syncs from eMoney into Vanilla? The integration pulls in client balance sheets, real estate holdings, and other key financial data from eMoney directly into Vanilla. Every time you log in to Vanilla, that data refreshes automatically, no manual exports or re-entry required.

Is this integration only useful for large firms or complex clients? No. Vanilla is built to serve advisors with clients across the wealth spectrum, from mass affluent to ultra-high-net-worth. The integration is valuable regardless of client complexity — it reduces manual work and improves planning conversations at every level.

How does this integration affect the time it takes to prepare an estate plan? The time savings are significant, driven primarily by eliminating manual data entry and enabling faster generation of estate plan visualizations.

Can multiple stakeholders access the same planning data? Yes. One of the core advantages of the integration is that advisors, estate attorneys, and clients can all work from a single, always-current planning source, which reduces version control issues and miscommunications across teams.

We already use eMoney for comprehensive financial planning. Do we really need a separate estate planning platform? Estate planning requires specialized capabilities that general financial planning platforms aren’t built to provide, including document creation, estate visualization, scenario modeling, and gap analysis specific to wealth transfer. Vanilla adds estate planning functionality to eMoney’s financial planning infrastructure.