Category: What’s New

Vanilla

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Aug 12, 2025

Advanced capabilities enable advisors to model complex estate planning strategies in minutes, transforming client conversations into collaborative planning sessions Bellevue, WA – August 12, 2025 – Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one scenario planning tool. Building on the strong foundation established since its introduction in April 2024, this evolution of Vanilla Scenarios™️ delivers a more unified experience that enables financial advisors to model, compare, and present estate planning strategies with unprecedented speed and flexibility. Vanilla Scenarios™ Advanced Planning represents the most advanced estate planning...

Jessica Lantz

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Aug 12, 2025

From first conversation to comprehensive strategy in minutes—powered by proven expertise and unmatched accuracy Today, we're excited to introduce Vanilla Scenarios™️ Advanced Planning—the next evolution of our all-in-one scenario planning tool that sets the standard for estate planning innovation. Building on success Over the past year, we've seen advisors achieve remarkable results with Vanilla Scenarios. But we've also heard a consistent request: make it even faster to get started, even more flexible for different workflows, and even more powerful for client conversations. The estate planning industry still faces fundamental challenges: fragmented tools that don't talk to each other, lengthy setup...

Jessica Lantz

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Jul 29, 2025

We’re launching some serious upgrades for July! This month's releases focus on expanding AI capabilities, customizing Vanilla's appearance, and enhancing your integration experience – plus, catch a special preview of our most sophisticated planning tool yet.  V/AI enhancements: Your AI estate planning assistant just got smarter We’re excited to announce some game-changing updates to V/AI Copilot, and an upgraded version of V/AI Summaries this month. The Problem: Estate planning requires deep analysis across multiple data points—from financial structures to family dynamics—and advisors need AI that can provide comprehensive insights across multiple areas of a client's profile and for multiple types...

Jessica Lantz

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Jun 24, 2025

June brings powerful new changes to help you calculate, collaborate, and customize like never before. This month’s releases are focused on delivering a more intuitive and frictionless experience for both you and your clients.  Unified Vanilla Experience: Everything in one seamless workflow The Problem: Vanilla users often work across multiple functions, requiring a unified interface that supports their diverse responsibilities. The Solution: Access all client functions from a single, intuitive dashboard that adapts to your workflow needs Enjoy streamlined document management with a simplified upload process—add files directly and choose your next steps, whether that's AI summaries, abstraction requests, or...

Jessica Lantz

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May 28, 2025

Vanilla's newest innovations are here! This month's feature releases represent a significant leap forward, combining cutting-edge functionality with the seamless experience you’ve come to expect. Salesforce Integration: Serve more clients with ease  The Problem: Manual data entry prevents advisors from scaling their estate planning practice efficiently. The Solution: Import your client list from Salesforce into Vanilla instantly Eliminate hours of manual data entry Maintain synchronized, up-to-date client data across both systems, reducing potential errors in client communications Enhanced Groups: Scale securely across teams The Problem: Client data is highly sensitive, and firms need to ensure only authorized users can access...

Jessica Lantz

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Apr 23, 2025

Here at Vanilla, we’re thrilled to unveil a powerful lineup of new features and enhancements launching this month. These updates are all about delivering an intuitive, high-quality experience to elevate the advisor and end client journey. New client portal unveiled: A unified net worth experience, powered by Plaid We’re excited to introduce a reimagined client experience that brings financial and estate planning into a single, more connected view.  Clients can self-serve and securely link accounts through Plaid with thousands of financial institutions with just a few clicks Automatic daily data syncs ensure that information stays current - reducing the need...

Jessica Lantz

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Mar 26, 2025

At Vanilla, we're excited to share our March lineup of powerful new features designed to enhance your estate planning workflows and provide deeper insights for you and your clients. Here's what's new this month: Unlock integrated Estate Summaries and onboard clients in minutes with V/AI Summarizing documents individually adds value. But synthesizing them into a single, integrated estate view within minutes sets a new standard for what’s possible in estate planning. With the launch of V/AI Estate Summaries and our expanded V/AI Automatic Profiles, you are able to: Upload multiple estate plan documents to unlock a high-level overview of your...

Jessica Lantz

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Feb 28, 2025

February brings exciting enhancements to the Vanilla platform, with new features designed to support advanced planning techniques and make document creation easier than ever. Here's what you can expect: Make starting the estate conversation easier than ever  The latest evolution of Estate Health Check arrives with an improved advisor landing page to help enable clients and prospects access Estate Health Check more easily. This comprehensive update revolutionizes how advisors engage with prospects and clients and identify planning opportunities, featuring: Facilitate conversations with personalized discussion topics based on client inputs Branded public links for seamless prospect and client outreach An enhanced...

Jessica Lantz

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Feb 24, 2025

As we gear up for our first product release in the new fiscal year, we’re reflecting on 2024 and the remarkable achievements and transformative features that have shaped estate planning for advisors and their clients.  Here are some high points: Platform adoption skyrocketed 300% 16,000+ estates and $250B in assets were modeled with Vanilla 80+ new features were shipped to make estate planning easier than ever Let’s dive into our top product releases of 2024. Accelerate onboarding and planning with the power of AI Delivering time savings and facilitating client  conversations with AI was a big focus in 2024. We...