Jessica Lantz

Apr 29, 2026

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What’s New in April: Building a stronger foundation for every client conversation

Great planning conversations don’t happen by accident. April’s updates are designed to reduce the friction between you and the moments that matter most.

AI that elevates you

Track every version of your V/AI estate summaries 

The challenge: When a V/AI summary is edited, the previous version is overwritten, making it difficult to compare iterations, revisit an earlier draft, or validate changes. That uncertainty creates risk — without a record of how a summary has evolved, auditability and traceability become harder to defend.

The solution:

• Every time a V/AI estate summary is edited, the previous version is automatically saved and accessible in a version history
• View past versions, see the timestamp and prompt details for each, and restore any earlier version as the current one in a single step
• Full traceability supports compliance-conscious workflows and gives your team visibility into how summaries have evolved over time

Version history is the next step in V/AI’s evolution to help create a record you can stand behind, validate quickly, and iterate on with ease. Coming soon.

Faster to the moments that matter

Import your entire Salesforce book of business into Vanilla 

The challenge: Salesforce environments vary significantly from firm to firm. Without the ability to map custom fields, transferring data cleanly has meant choosing between a time-consuming manual entry process or an import that doesn’t reflect how your firm actually works.

The solution:

• Configure your own field mapping to match your firm’s specific Salesforce setup instead of conforming to a fixed set of generic fields
• Bulk import your entire book of business to create estates in Vanilla without manual data entry
• Built on the same iPaaS infrastructure powering Vanilla’s Addepar integration, giving it a more reliable and extensible foundation

When client data flows cleanly from Salesforce into Vanilla, you can stop thinking about setup and start thinking about planning. A complete, accurate book of business in Vanilla means every client relationship starts from a stronger foundation. Available now. 

Note: This syncs book of business data only — client and co-client names, birthdates, and state of residence.

See everything we’ve shipped so far this quarter – live

Join us on May 5th at 10:00 a.m. PT for a live walkthrough of everything Vanilla released in Q1. 

On the agenda: the Interactive Estate Diagram, V/AI Source Tracking, CLAT and CRUT modeling in Scenarios, a rebuilt Addepar integration, and more.

Vanilla’s Product Marketing Specialist, Jessica Lantz, will walk you through the details on what’s new, how it works, and how to use it.

Register here

Bringing it all together

Every client conversation is only as strong as the foundation supporting it. This month’s updates are about making that foundation more reliable, so that when you walk into a planning conversation, you’re walking in with confidence.

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.