Category: Vanilla Updates

Today, we’re excited to announce VAI Automatic Profiles to instantly transform clients' existing plans into powerful visuals, saving hours of time wasted diagramming plans in powerpoint. You can read more about the announcement on our blog: Here are several new features for advisors and planners to help clients achieve their estate planning goals, coming in the next few weeks: Document creation now included in most subscriptions, joint trusts in several separate property states, and an Advanced Trust Package available with Vanilla Document Builder™ New Funding Options available in Vanilla Estate Builder™ A new Client Portal where your clients will be...

Vanilla

•

Sep 12, 2024

Now every advisor can create modern, visual reviews of every client’s estate in seconds Vanilla, the award-winning estate planning software company, announces V/AI Automatic Profiles, a new AI enabled capability that makes it easy for advisors to quickly create and share a visual summary of their clients current estate plan within minutes of uploading their estate documents.  With V/AI Automatic Profiles, Vanilla can now read estate planning documents using AI and automatically create an estate profile, including visual estate diagrams, beneficiary summaries, fiduciary summaries, and more. Advisors can edit key information such as names, dates, trust details, and other relevant...

John Costello

•

Sep 09, 2024

Out of 3,500+ eligible emerging B2B tech companies, Vanilla is recognized for creating a strong workplace culture where humans thrive and do great work together Vanilla, the award-winning estate planning software company, announced today it has been named to Will Reed’s Top 100, a curated list of one hundred emerging tech companies that are building values-driven cultures where employees and customers thrive.  Will Reed, a leading go-to-market executive search firm, in conjunction with PitchBook, a private market database, releases Will Reed’s Top 100 every September, this year honoring Series A and Series B B2B tech companies who are actively building...

Vanilla

•

Aug 15, 2024

Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption.  Vanilla, the award-winning estate planning software company, today announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor, Edward Jones Ventures*, and new investor Alumni Ventures. In addition to supporting its rapid growth and customer adoption, the company will use the funding to expand its platform, including its first-of-its-kind embedded AI technology, to revolutionize how financial advisors and estate planners help households of all wealth levels build...

Vanilla

•

Aug 07, 2024

We are thrilled to announce that Sarah McDaniel has joined Vanilla in the newly created role of Head of Enterprise Enablement. With her extensive industry experience and strategic insight, Sarah is set to lead our efforts in expanding and enhancing advisor enablement at RIAs and enterprise wealth divisions across our customer base. Sarah brings a wealth of expertise to Vanilla. Her background in financial services and her dedication to advocating for and guiding innovative solutions for trust, tax, and estate practices make her an invaluable addition to our team. In her new role, Sarah will be instrumental in shaping the...

Vanilla

•

Jul 29, 2024

Vanilla continues its investment in the tools and education that help advisors to empower a higher level of estate planning Vanilla, the company behind the leading estate advisory platform, announces the relaunch of Vanilla Academy, the first estate planning educational hub specifically designed for financial advisors and planners. The updated offering features free, on-demand continuing education, multimedia content, and a range of downloadable guides and resources. Several of the courses offer continuing education credit for CERTIFIED FINANCIAL PLANNER® professionals. The new educational hub highlights the company’s commitment to providing its customers and their clients not only with the technology they...

Amjad Hussain

•

Jul 22, 2024

We think a lot about artificial intelligence at Vanilla. The promise of AI is enormous – arguably greater than any new technology to come along since the dawn of the internet – and yet it is in its infancy and carries some risk, especially if not approached carefully. At Vanilla, we are thrilled by the prospect of how AI can improve the everyday lives of our customers and their clients, making estate planning more efficient and delivering insights, but we are keenly aware that we operate in a sensitive space. The security of customer and client data is sacrosanct, and...

John Costello

•

May 08, 2024

Vanilla for Attorneys helps trust and estate attorneys streamline estate planning and modernize client experiences. Vanilla, a leading provider of innovative estate planning software, today announced the launch of Vanilla for Attorneys. This newly tailored offering redefines estate planning, allowing attorneys to shift from transactional meetings to fostering ongoing, modern client relationships. Vanilla for Attorneys provides attorneys with a powerful, easy-to-use platform to help them onboard clients, model complex estate planning scenarios, and elevate client conversations. Designed to support the legacy building process end to end, Vanilla for Attorneys enables attorneys to provide a differentiated, holistic planning approach that results...

Madison Eubanks

•

Apr 29, 2024

At Vanilla’s most recent estate advisory summit, Legacy Now Spring 2024, thought leaders from across the estate planning industry to discuss emerging trends, best practices, and informed strategies for all types of firms.  This year’s virtual event featured three expert panels, an interview with former Vanguard CEO Bill McNabb, a sneak peek at Vanilla’s product roadmap, and a conversation between NBA champion Shane Battier and his advisor, Steve Lockshin.  The 90 minutes were jam-packed with insights from experienced advisors, attorneys, and planners, all of which you can watch here in the complete recording.  Otherwise, keep reading for four must-know highlights...