Category: Vanilla Updates

Amjad Hussain

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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

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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

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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...

John Costello

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Apr 24, 2024

New Vanilla Document Builder™️, announced at biannual Legacy Now event, delivers modern estate planning for all wealth levels. Vanilla, a leading provider of innovative estate planning software, today announced an expanded set of features for Vanilla Document BuilderTM, the modern document creation engine within the Vanilla Estate Advisory Platform. Financial advisors using Vanilla can now offer a compelling modern estate planning experience for clients across the wealth spectrum. New features include the ability to connect directly with legal experts, to get powers of attorney for adult children, and to tap into advanced tax planning options. These enhancements were unveiled at...

John Costello

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Mar 12, 2024

Vanilla Scenarios provides advisors and estate strategists with powerful planning tools to identify planning gaps, visualize future projections, and optimize plans for maximum impact. Vanilla, a leading provider of innovative estate planning software, today announced the availability of Vanilla Scenarios™, a powerful new tool designed to optimize clients' estate plans for the future. Vanilla Scenarios modernizes estate planning by providing advisors, wealth planners, and estate lawyers with unparalleled capabilities to model multiple planning scenarios dynamically and in real-time.  Advisors can effortlessly layer multiple strategies onto existing plans and customize the details of each strategy, including changes to their client’s state...

John Costello

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Feb 22, 2024

Latest award win highlights innovative estate planning technologies within Vanilla platform, including VAI and Vanilla Scenarios Vanilla, a leading provider of innovative estate planning software, has been named winner of the Financial Planning (US) category at the WealthBriefing WealthTech Americas Awards.   The annual award program is organized by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, recognizing achievements across the wealth management industry. The awards are designed to showcase outstanding firms and individuals that have demonstrated innovation and excellence during the last year, as evaluated by an esteemed panel of independent judges Vanilla’s win in the Financial Planning...

John Costello

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Jan 23, 2024

New AI assistant VAI Chat helps advisors with estate planning concepts; streamlined document creation gives clients a modern estate planning experience Vanilla, a leading provider of innovative estate planning software, today announced new additions to its platform, including VAI Chat, Collaborative Onboarding, and the expanded availability of Vanilla Document Builder™. VAI Chat is an AI-powered assistant designed to simplify the estate planning experience for wealth planners, advisors, and their clients. Currently in beta, VAI Chat offers an intuitive chat experience in the Vanilla platform, answering practical estate planning questions sourced from a curated corpus of estate planning content. Its capabilities...

John Costello

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Jan 18, 2024

Vanguard is introducing new and enhanced intergenerational wealth and legacy planning capabilities through a partnership with Vanilla, an innovative provider of digital estate planning tools and solutions. The offer was successfully piloted to a small cohort of eligible advised clients in Vanguard Personal Advisor Wealth Management over the past year and will scale to provide ultra-high-net-worth Vanguard investors with a powerful visualized approach to help manage and achieve their current and future estate planning objectives.  Launched in 2015, the Personal Advisor suite of advice offers is Vanguard’s industry-leading hybrid advice service that combines a sophisticated online experience and underlying technology...

Vanilla

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Jan 11, 2024

Vanilla adds more than 20 years of experience in financial services and fintech to C-suite Vanilla, a leading provider of estate planning software, today announced the appointment of Marc Dorfman as Chief Revenue Officer. Marc brings extensive experience in sales and customer success to Vanilla, with over two decades of driving revenue growth and leading high-performing teams in the financial services and fintech industries.  Throughout his career Marc has excelled at forging strong client relationships and navigating complex sales cycles, working with the largest asset and wealth managers in the world. In addition to guiding their investment strategies, Marc has...