Jessica Lantz

Jul 31, 2026

Print Share

What’s New in July: Clearer Personal Financial Statements, Scenarios that add up, and expanded report branding

July brought the heat, and a full slate of updates to match. From a clearer client-ready Personal Financial Statement, to expanded branding options in reports, and easier-to-follow scenarios, here’s what’s new:

Confidence at every client conversation

Open every Personal Financial Statement with the big picture

The challenge: A client’s financial picture holds a lot of detail. When you’re walking them through it, the story of the estate is easier to land when it’s summarized up front.

The solution:

• Estate at a glance: A new overview page leads the Personal Financial Statement (PFS) with the story of the estate — how wealth is held across categories, how liquid it is, and how much sits inside versus outside the taxable estate
• Forward-looking projections: See where the estate stands today and where it’s headed, along with an at-a-glance view of estimated estate tax savings
• Fully automatic: Every PFS leads with this summary, with no prep or upkeep on your end

With this added overview page, clients arrive at the details already grounded in the big picture, so the conversation can go further, faster.

Walk clients through every scenario number with confidence

The challenge: When you present a scenario, clients want to know more than the bottom line — they want to see how their estate splits between their family, their charities, and taxes.

The solution:

• Headline numbers first: Every scenario now opens with four headline numbers — total estate, total net to beneficiaries, total net to charities, and total estimated transfer taxes so you can immediately see the impact of additional planning
• Details are only a click away: Expandable detail rows reveal the gross-to-net math behind each number, so nothing is hidden
• Confidence and consistency in every number: Each figure ties back to the same Transfer Tax, Waterfall, and Balance Sheet numbers you already trust, so there’s no gap with what you present 

All of this adds up to scenarios that clearly show the impact and that you can present in real time, so client meetings move from explaining the numbers to deciding what to do about them.

Take your report branding even further

The challenge: Your reports are part of a larger, carefully branded package. The closer they match the rest of your materials, the more every deliverable feels unmistakably yours.

The solution:

• Custom font upload: Upload your own licensed brand fonts so reports render in the exact typefaces from your guidelines, not just close matches, including fonts for headings, body text, and numbers
• More brand control: Building on report updates we released last month, you can now apply more colors to your reports, giving them a more polished, on-brand look 
• Org-level consistency: Admins can lock settings across the organization, so every report stays on-brand no matter who builds it

The more precisely your reports carry your brand, the more every deliverable reinforces the care and expertise behind your work.

Faster to the moments that matter

Always work with the most current eMoney data

The challenge: The strongest planning conversations start with a complete, current client picture. The sooner that picture comes together, the sooner the real work can begin.

The solution:

• A fuller client picture: More of what’s in eMoney now comes over automatically — including beneficiary designations for retirement accounts, annuities, and life insurance, a broader range of accounts and assets, and more accurate ownership structures for complex holdings
• Work you won’t lose: The edits and refinements you make in Vanilla stay in place across every sync, so the work you put into a profile compounds instead of resetting
• Data you can keep current: Client data refreshes automatically each time you open a connected profile, with a manual re-sync option whenever you want to pull in a change yourself

This integration runs on a new foundation built to bring in more data, more reliably. The result is a simpler workflow. Less time spent pulling a client’s data together means more time spent on the conversation it supports.

Coming soon

Model your most sophisticated estate plans in one place

The challenge: For high-net-worth and ultra-high-net-worth clients, sophisticated plans often fund subtrusts based on remaining Generation-Skipping Transfer (GST) exemption, and calculating that by hand and redoing the math every time assets or assumptions change is slow and easy to get wrong.

The solution:

• GST exemption as a funding option: Fund subtrusts using remaining GST exemption right alongside the federal and state exemption options you already use — calculated automatically and updated as the plan changes
• Automatic GST allocation: Vanilla allocates available GST exemption across subtrusts and shows which are GST-exempt versus non-exempt, directly on the Estate Diagram and Waterfall
• Transparent and consistent: The calculations work the same way as existing exemption-based funding, so you can explain them to clients with confidence

This is a foundational step toward modeling the full multi-generational tax picture in Vanilla — right where you plan, instead of calculated manually on the side. These GST updates will initially be available to a small beta group, with a general release coming soon. 

Bringing it all together

July’s updates give you clearer deliverables and more confidence at every step of a client conversation — and with more exciting releases on the horizon, the momentum carries right into next month.

Already a Vanilla customer? Reach out to our CSM team to see these features in action. Exploring Vanilla for the first time? Schedule a demo.

Note that all unpublished features and enhancements mentioned are subject to change in both content and timeline without notice. Vanilla reserves the right to modify or cancel roadmap items at any time.