For the second year in a row, estate planning platform Vanilla named finalist in WealthManagement.com’s 2021 Industry Awards
June 7, 2021. New York, New York. WealthManagement.com has recognized Vanilla, an award-winning comprehensive estate planning platform, as a finalist for its 2021 Industry Awards for the second year in a row.
Every year, WealthManagement.com’s Industry Awards recognizes companies that make an exceptional impact in the world of financial advisors. After reviewing hundreds of entries, the judges made up of top names in the industry carefully selected who they believe have supported the success of financial advisors to an outstanding degree. The criteria was based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures such as innovation, creativity and new methods of delivery.
‘A record-shattering number of nominations was submitted this year—more than 900 entries were received from 346 companies, an increase of over 40% from previous years. Two hundred twenty-one organizations were selected as finalists in one or more of the firm or individual categories in the awards program.’
Among the finalists is Vanilla, a comprehensive estate planning platform that allows advisors to unlock new value for clients and prospects alike with no expertise required. Vanilla helps advisors provide differentiating value through estate planning, build deeper relationships with their clients, and grow their business.
Advisors can quickly bulk add all of their clients to Vanilla’s platform, perform an initial assessment of their existing planning, and take actionable next steps through existing workflows like Estate Reports and Documents. Built into these workflows are high-impact opportunities and real-time reminders that help advisors stay on top of their client’s planning based on existing documents, changes in law, or changes in life circumstances.
To learn more about Vanilla visit https://www.justvanilla.com/.
To learn more about the 2021 Industry Awards visit https://informaconnect.com/wealthmanagementcom-industry-awards/
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site.
Vanilla is a comprehensive estate planning platform that allows advisors to unlock new value for their clients and prospects alike with no expertise required. Vanilla has built a platform with the goal of reinventing the estate planning experience, end-to-end. From robust and easy-to-understand visualizations of complex estates, efficient document preparation, detailed diagrams of how assets transfer to future generations, to ongoing estate administration and monitoring, Vanilla continues to create a new way to show value for advisors and their clients.
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