Category: What’s New

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...

Jessica Lantz

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Jan 29, 2025

At Vanilla, we're starting 2025 with powerful new features designed to streamline estate planning workflows and provide deeper insights for advisors and their clients. Here's what's new this month: Now Available: Attorney Network: Seamless Legal Support Our new Attorney Network provides direct access to qualified estate planning attorneys through the Vanilla platform. Key benefits include: Flexible engagement options from quick consultations to full service support Transparent pricing and clear service options Coverage across all 50 states Expert support for trust funding and estate administration Estate Health Check: Simplified Client Engagement We're excited to introduce our enhanced Estate Health Check feature,...

Vanilla

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Jan 22, 2025

Vanilla is thrilled to unveil V/AI Copilot, the industry’s first AI-driven estate planning assistant. Designed to simplify complex tasks and empower financial advisors, V/AI Copilot is an advisor’s partner for assisting clients with estate planning with speed and confidence. Why advisors need V/AI Copilot Estate planning is no small task. Advisors have to read and understand lengthy legal documents, navigate family dynamics, and stay on top of tax strategies. V/AI Copilot is more than a feature—it’s your partner in delivering efficient, accurate, and insightful services to your clients. V/AI Copilot helps advisors: Simplify document analysis: Whether you’re reviewing a trust...

Vanilla

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Dec 20, 2024

In 35+ years of solving estate planning challenges for clients—including some of the most complex ultra-affluent cases—our founder Steve Lockshin learned that simplicity, precision, and practicality are the keys to success. That’s why we're excited to introduce Vanilla Labs, our new hub for lightweight, innovative tools that redefine how advisors engage with their clients. Vanilla Labs is designed to ideate quickly and launch tools that make it easier for you to illustrate impactful planning concepts without overwhelming your clients or requiring extensive data inputs. These prototypes allow us to gather your feedback, iterate rapidly, and integrate the most effective solutions...

Jessica Lantz

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Dec 18, 2024

At Vanilla, we're dedicated to evolving our estate planning platform to meet the needs of our users. As we close out 2024, we're excited to share several powerful enhancements that will streamline your workflow and help you deliver even more value to your clients. eMoney Integration: Keeping Financial Data Current Facilitate your planning with Vanilla's new eMoney integration. Say goodbye to manual data entry – this powerful integration keeps your client's financial data current through daily updates, ensuring you always have the most accurate information at your fingertips for better decision-making and planning. This also ensures data accuracy and consistency...

This month, Vanilla introduces powerful updates designed to address the real-world challenges of estate planning. From expanded client options to time-saving innovations, these features reinforce Vanilla Document Builder™ as the premier solution for advisors and their clients. Vanilla Document Builder™ updates Advisor Access: Clearer collaboration with clients Advisor Access allows clients to share questionnaire progress and drafts of their planning documents directly with their advisors. Advisors gain insights into client planning without clients giving up control of their data. This feature helps collaboration happen more smoothly and securely, while keeping advisors informed. Guardians, stepchildren, and future children: Plan for possibilities...