Jessica Lantz

Jan 28, 2026

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What’s New in January: Balance Sheet Enhancements, V/AI Summary Source Tracking, and big changes to the Estate Diagram

January brings powerful upgrades that streamline how you manage complex estate data and present plans to clients. From flexible Balance Sheet organization to AI transparency and dynamic estate visualizations, these releases help you work more efficiently while delivering exceptional client experiences.

Balance Sheet grouping: Organize complex data with ease

The challenge: Estates with numerous assets create lengthy Balance Sheets that make it harder to highlight what matters most and understand critical financial information at a glance.

The solution:

• Create custom groups to consolidate similar assets or accounts into single, collapsible line items, reducing visual clutter 
• Quickly expand grouped items to view underlying details without cluttering your primary view
• Move assets between groups with intuitive drag-and-drop—no complicated workflows required
• Assign custom names to each group, helping you display the information that matters most in the way you want it

Transform dense Balance Sheets into clean, organized views that keep client conversations focused on strategic priorities rather than scrolling through extensive asset lists. Available now. 

Balance Sheet multi-ownership: Represent complex ownership structures accurately

The challenge: Traditional joint ownership designations don’t capture the nuanced reality of assets and accounts divided among multiple parties with specific percentage stakes, leading to inaccurate ownership representations. 

The solution:

• Designate multiple owners for assets and accounts with precise percentage-based ownership, allowing you to accurately display ownership details 
• Default 50/50 splits for common scenarios mean faster data entry for most inputs
• Each owner’s share appears in their respective Balance Sheet columns, helping you easily visualize ownership at a glance
• Seamless integration with the Personal Financial Statement, Waterfall projections, and Scenarios allow for more comprehensive calculations and better client deliverables

Enhanced ownership modeling helps you handle the nuanced ownership arrangements your clients navigate with confidence. Coming soon.

V/AI Summary source tracking: Verify AI insights instantly

The challenge: While V/AI summaries are highly accurate, advisors need transparent visibility into exactly where AI-generated content originates to build trust and streamline verification workflows.

The solution:

• Select the sparkle icon next to any summary content to automatically open and highlight the source information from the original PDF
• Navigate between multiple source passages when a single summary sentence draws from various document sections
• Verify information instantly without manually searching through lengthy PDFs
• Pull exact quotes from source documents for your notes without having to laboriously comb through large amounts of data 

Transform AI verification from time-intensive manual review into seamless, one-click validation that accelerates advisor workflows while maintaining rigorous accuracy standards. V/AI Summary source tracking is coming soon for individual document summaries. Additional source tracking for entire estate summaries is a planned future release.

Interactive Estate Diagram: Present plans that adapt to every conversation

The challenge: Static estate diagrams lock advisors into a single level of detail, making it difficult to tailor visualizations for different audiences and conversation contexts—from high-level presentations to detailed technical reviews. 

The solution:

• Toggle display elements on and off including funding amounts, tax liabilities, fiduciaries, and highlights based on conversation needs
• Switch between a traditional icon-based format and an expanded view with rectangle-based layouts for optimal presentation
• Filter to show Inside Estate only, Outside Estate only, or isolate specific trusts for focused discussions
• Click any entity to access enhanced slide-outs with asset tables, provision lists, and in-line document viewing without leaving the Estate Diagram
• All customizations automatically flow into PDF reports, ensuring presentation consistency across meetings and deliverables

Reduce meeting preparation time while improving client comprehension through visualizations tailored to each strategic conversation. Rolling out to all users through the end of January. 

Important note: With these upgrades, the Plan Snapshot page will be retired on 2/28. Be sure to save any notes you have in Plan Snapshot before this date! 

Bringing it all together

January’s releases represent significant advances in data organization, AI transparency, and client presentation capabilities. Whether you’re managing complex multi-owner assets, verifying AI-generated insights, or customizing estate visualizations for specific conversations, these tools help you work more efficiently while delivering the sophisticated, professional experience your clients expect.

Ready to explore these capabilities? Connect with our Customer Success Team or schedule a demo to see how these enhancements can immediately improve your client engagements.

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.