Category: Vanilla Updates

Vanilla

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Mar 10, 2026

The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of the Vanilla patented estate planning platform as a core component ORLANDO, FL, UNITED STATES, March 10, 2026 /EINPresswire.com/ -- The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of the Vanilla patented estate planning platform as a core component of its Expert Sourcing Consortium; synchronized with our other expert sourcing firms and our elastic infrastructures – The FusionPowered Wealth Advisor and OpenOption Practice Engineering Dashboards. "The top-tier firms that we consult with build practices that go beyond investing, they advise on the...

Vanilla

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Mar 09, 2026

The partnership gives Vanilla customers access to the first personalized tax planning tool for advisors BELLEVUE, WA – March 9, 2026 Vanilla, the most trusted modern estate planning platform for financial advisors, today announced a partnership with Worthy, the AI-native tax intelligence platform built for financial advisors. Together, Vanilla and Worthy help advisors surface opportunities, deepen client conversations, and deliver more value across both estate and tax planning. Worthy will be available to Vanilla customers at special pricing. Tax and estate planning are deeply intertwined — the same life events that shape a client’s estate plan carry significant tax implications...

Karen Nachbar

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Dec 29, 2025

As Vanilla’s Chief Legal Officer, I talk to customers every day about the trust they have put in us to handle their clients' most confidential financial and estate planning data. I’m thrilled to share that Vanilla has successfully completed its annual SOC 2 Type II audit with no findings—marking our fourth consecutive year (since we began our SOC 2 audits in 2022) with a clean report. This achievement reflects our ongoing commitment to maintaining the highest standards of security, availability, and confidentiality for our customers' data. What This Means for Our Customers A SOC 2 Type II audit is an...

Vanilla

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Dec 16, 2025

Through the partnership, Vanilla’s modern estate planning platform offers streamlined workflows, deeper client conversations, and planning confidence to Cetera advisors BELLEVUE, WA – December 16, 2025 – Vanilla, the trusted and modern estate planning platform for financial advisors, today announced a partnership with Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, that supports independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions.Through the partnership, Cetera’s network of more than 12,000 financial advisors and institutions can leverage Vanilla’s comprehensive estate planning platform to simplify complex workflows, visualize planning scenarios, and support more engaging, outcome-driven...

Vanilla

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Dec 15, 2025

We recently hosted our Year in Innovation webinar with CEO Gene Farrell and Head of Product Strategy Sam Trapkin. For those who couldn't join live, here's the recap. Estate Planning Is No Longer a Fringe Offering Just a few years ago, estate planning was still seen as a niche service—something advisors assumed belonged exclusively to attorneys or ultra-high-net-worth practices. That's changed. Today, advisors from independents to the largest institutions recognize estate planning as essential to their value proposition. The shift makes sense. Advisors who quarterback estate planning conversations build deeper relationships, retain more assets across generations, and differentiate in ways...

Vanilla

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Nov 18, 2025

New Partnership Brings State-of-the-Art Estate Planning Tech to Independent Advisors BELLEVUE, Wash.-- Vanilla, a leading estate planning technology platform, today announced its partnership with Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms. Through the partnership, Vanilla becomes a preferred estate planning software provider for Elevation Point’s network of growth-oriented advisors. Elevation Point partners with successful independent RIAs and breakaway advisors who recognize that continuous growth and innovation are essential to serving the complex needs of high-net-worth and ultra-high-net-worth clients – and to consistently delivering an exceptional client experience. Its collaboration with Vanilla reflects...

Vanilla

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Oct 07, 2025

The partnership empowers Osaic's advisor network with cutting-edge estate planning technology to enhance client relationships and drive holistic wealth management BELLEVUE, Washington - Vanilla, the most trusted modern estate planning platform for financial advisors, today announced a strategic partnership with Osaic, Inc. (Osaic), one of the nation's largest providers of wealth management solutions. Through this partnership, Osaic's national network of more than 11,000 financial advisors can now access Vanilla's comprehensive estate planning platform to streamline complex processes, create compelling planning scenarios, and deliver more meaningful, results-focused client experiences. "Estate planning has become essential to comprehensive wealth management, especially as our...

Vanilla

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Oct 03, 2025

We’re excited to announce that Larry Steinberg has joined Vanilla as our new Chief Technology Officer (CTO). Larry brings decades of technology and business leadership experience, from founding and scaling startups to guiding global tech organizations through major transformation. His career reflects a consistent track record of building high-performing teams, modernizing technology platforms, and driving innovation to accelerate business growth. A proven technology leader Most recently, Larry served as CTO at Spring Health, where he led the company’s technology strategy and operations. Before that, he was CTO at Rent the Runway, playing a pivotal role in preparing the company for...

Vanilla

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Sep 30, 2025

New offering brings institutional-grade estate planning capabilities to boutique advisory firms at accessible pricing BELLEVUE, Wash.--Vanilla, the leading estate planning technology platform trusted by several of the country’s largest wealth management firms, today announced the opening of the waitlist for Vanilla Starter, a groundbreaking solution designed to make professional estate planning services accessible for boutique RIA firms. Built on the same proven, institutional-grade technology that serves ultra-high-net-worth clients, Vanilla Starter will launch with pricing starting at $99 per month. Solo practices and small RIA firms have long faced a critical challenge: wanting to offer estate planning services in-house but lacking...