Vanilla awarded Technology Disruptor in WealthManagement.com Industry Awards 2020
September 10, 2020. New York City, New York. – Today, Vanilla was presented with an award from the 6th WealthManagement.com Industry Awards under the category “Disruptors: Technology.”
‘A near record-breaking number of nominations and companies participating in 2020.’
The WealthMangement.com Industry Awards recognizes companies that make an exceptional impact in the world of financial advisors. Companies who make a true difference in the day-to-day success of financial advisors. This year, more than 200 companies were nominated across 73 different categories. Companies ranging Carson Group, Fidelity Investments, Morning Star Inc, and more, competing in categories like Asset Managers, Disruptors, Family Offices, Individual RIA Firm Leaders, Technology Providers, and more. See the full list of finalists and categories here, https://wealthiescircle.com/.
Vanilla was announced the winner in the category “Disruptors: Technology” for creating a new standard in estate planning technology. Vanilla’s platform helps advisors provide new value to their clients by proactively managing their estate planning, from visualizations of their current estate to ongoing administration. With a suite of tools ranging from core document preparation, data-driven estate plan diagrams, and robust visualizations of complex estates, Vanilla helps advisors serve their clients in a new way.
Vanilla was founded in 2019 by AdvicePeriod’s Steve Lockshin to help advisors deliver more estate planning value to their clients. Initially built for internal use, it quickly became clear that the application and need were much broader than originally contemplated.
Since then, Vanilla has built out a suite of products with the goal of reinventing the estate planning experience, end-to-end. From document preparation, robust visualizations of complex estates, detailed diagrams of how assets transfer to future generations, to ongoing estate administration, Vanilla is continuing to build out tools that allow advisors to do more for their clients.
Vanilla has partnered with some of the industry’s most influential RIA’s, law firms, and financial technology platforms to help distribute their technology, allowing them to deliver far more estate planning value to their clients.
Ready to get started?
Deliver a whole new client conversation experience
Talk to our sales team today.