Category: Vanilla Updates

Jim Sinai

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Oct 16, 2024

this blog was originally published on 8/15/24 and updated on 10/16/24 to reflect new investors in the round Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption.  Welcomes Edward Jones, Nationwide, and Allianz as strategic investors Vanilla, the award-winning estate planning software company, today announced it has closed its latest fundraising round at $35m, led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes new strategic investors, Edward Jones Ventures*, Nationwide, and Allianz, and new investor Alumni Ventures. In addition to supporting its...

Vanilla

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Oct 16, 2024

Vanilla, the award-winning estate planning software, is excited to announce a strategic integration with eMoney, the industry’s leading financial planning platform. This collaboration delivers a seamless, unified planning experience for financial advisors, combining sophisticated AI-powered estate planning tools with comprehensive financial data to offer a more holistic approach to client wealth management.  With this integration, Vanilla is the first estate planning solution to bring together the best of both worlds: AI-powered estate planning combined with eMoney’s industry-leading financial planning capabilities. This allows advisors to provide their clients with a truly holistic financial plan that includes not only investment strategies and...

Vanilla

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Oct 11, 2024

At Vanilla, we believe in making estate planning accessible to everyone—and that means providing advisors and financial professionals with the education and resources they need to deliver estate planning services.  On October 30th, we’re hosting Vanilla Academy Live, a free half-day estate planning summit featuring two hours of free CFP® CE credit, an estate planning tech spotlight, and an advisor-led panel discussion on streamlining the estate planning experience day-to-day.  Curious to learn more about what’s in store? Here’s a quick overview of what you can expect at Vanilla Academy Live for Fall 2024. Register to attend here. Welcome & Tech...

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

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Sep 12, 2024

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 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 information in...

John Costello

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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

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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

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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

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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...