Category: Vanilla Updates

Vanilla

•

May 20, 2026

Vanilla Continues National Expansion, Adding Carson Group to a Growing Roster of Leading Advisory Firms Bellevue, Washington — Vanilla is expanding its footprint across the independent advisory landscape, announcing today a partnership with Carson Group that brings its estate planning platform to more than 600 advisors. Carson Group manages over $58 billion in assets under management and serves more than 60,000 client families across a network of 165+ partner offices nationwide. "Estate planning is one of the most meaningful services an advisor can offer, and one of the most underleveraged," said Gene Farrell, CEO of Vanilla. "This partnership puts Vanilla...

Vanilla

•

May 13, 2026

If you missed our most recent product update webinar, here's a full rundown of everything we've shipped in 2026 — plus a preview of what's coming next. Our Product Marketing Specialist Jess walked attendees through the updates organized around the three commitments that guide everything we build: AI that elevates you, confidence in every client conversation, and getting you faster to the moments that matter. AI That Elevates You Tax Return Prompt for V/AI V/AI, Vanilla's proprietary AI, already generates comprehensive estate summaries from client documents. This year we added a dedicated tax return prompt to the Custom Prompt Library....

Vanilla

•

May 12, 2026

Clients come to advisors for help navigating some of the most consequential financial decisions of their lives. Estate planning is the door to those conversations, and advisors who open it consistently become the trusted advisor for life's biggest moments, deepening client relationships and growing their practice in the process. That's why BlackRock has partnered with Vanilla to bring estate planning education directly to advisors through the BlackRock Advisor Center, a growing library of resources built to help advisors make estate planning a consistent part of how they serve clients. What's available now Advisors can access the following content written in...

Vanilla

•

Apr 30, 2026

Bellevue, WA – April 30, 2026 Vanilla, the modern estate planning platform built for financial advisors, has been named the winner of the Technology Start-Up category at the Thirteenth Family Wealth Report Awards 2026. Vanilla was also recognized as a finalist in the Innovative Use of AI category. The annual Family Wealth Report Awards celebrate innovation and excellence among the firms, teams, and individuals serving North America’s family office, family wealth, and trusted advisor communities. These prestigious awards shine a spotlight on those making a real impact in the industry. "Estate planning has never had a true technology category leader...

Vanilla

•

Mar 31, 2026

Bellevue, WA – March 31, 2026 – Vanilla, the leading platform in modern estate planning, has been selected as a finalist for the Thirteenth Annual Family Wealth Report Awards 2026 in the following categories: Technology Start-Up Innovative Use of AI The Family Wealth Report Awards recognize the firms and individuals driving meaningful change across the family office, family wealth, and trusted advisor communities in North America 2014 selected through an independent judging process that evaluates real impact, not just ambition. “Being recognized in both the Technology Start-Up and Innovative Use of AI categories reflects what we’ve been building toward since...

Vanilla

•

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

•

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

•

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

•

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...