Jessica Lantz

May 28, 2025

Print Share

What’s New in May: Salesforce Integration, Family Tree Enhancements, and More!

Vanilla’s newest innovations are here! This month’s feature releases represent a significant leap forward, combining cutting-edge functionality with the seamless experience you’ve come to expect.

Salesforce Integration: Serve more clients with ease 

The Problem: Manual data entry prevents advisors from scaling their estate planning practice efficiently.

The Solution:

• Import your client list from Salesforce into Vanilla instantly
• Eliminate hours of manual data entry
• Maintain synchronized, up-to-date client data across both systems, reducing potential errors in client communications

Enhanced Groups: Scale securely across teams

The Problem: Client data is highly sensitive, and firms need to ensure only authorized users can access appropriate client profiles. Vanilla’s latest update expands upon the Groups functionality you already love, and provides users with the ability to share all clients with another user. 

The Solution:

• Share your entire client list with specific team members instantly—no more individual client transfer
• Scale team access as you grow without compromising client data security

V/AI Provision Notes: Cut down on abstraction time 

The Problem: Manual document abstraction consumes the majority of total estate planning time.

The Solution:

• Our proprietary AI automatically extracts complex provision notes that previously required hours of manual review
• Serve more clients while maintaining accuracy through complex workflows
• Use AI to quickly navigate to the appropriate section of a document for an optimized validation process

Family Tree updates: Serve complex families with precision

The Problem: Traditional estate planning tools can’t accurately map the diverse, blended families that represent the average client base.

The Solution:

• Map complex relationships including domestic partners, friends, nieces/nephews, and other extended family who play critical estate roles
• Navigate divorced, separated, and remarried dynamics with precision that reflects real family structures
• Organize relationships intuitively with drag-and-drop functionality for cleaner client presentations
• Deliver more accurate estate recommendations by capturing the full picture of client relationships

Document Builder: Enhanced customization and guidance

The Problem: Document creation workflows are stagnated when advisors can’t quickly access help or customize templates to match client needs.

The Solution:

• Choose your own trust name—common for clients who want to keep their plans private, the chosen trust name appears across all trust documents
• New comprehensive guide helps users choose the right Document Builder package directly on the selection page 
• Larger, more visible help button in Vanilla provides contextual assistance without losing progress

Additional platform enhancements:

• V/AI Automatic Profiles now generally available! All AI-enabled  customers will have access to AI assisted onboarding and estate summaries starting this month. In addition to V/AI Automatic Profiles being generally available, we have added an enhanced display + new editing capabilities for distribution details and name management. These updates make the data import process smoother and more intuitive, and allow for more granularity in onboarding and better high-level overviews.
• Addepar Household Support: Plan for entire family units instead of individual clients, providing a more comprehensive view of your client portfolio

Looking forward

This is just the beginning. We’re accelerating our development to stay ahead of industry needs while you focus on growing your practice. Every month brings new capabilities designed to expand your market and increase your efficiency. Stay ahead of the curve: connect with your CSM or book a demo to see what’s next.