Blog
Jim Sinai
•
Apr 11, 2023
Project estate values today, and in the future
Many clients today don’t have taxable estates. But they might once the current exemption levels automatically expire on January 1, 2026, reverting back to ~$6.8 million per person (adjusted for inflation). Therefore, it becomes increasingly important for advisors to explain to their clients how their estates will look in the future so that they can make the right planning decisions. With the release of Projections, advisors can now demonstrate how estates will behave at various levels of wealth and show their clients simple projections of their estate at a future date. Projected values flow through the Estate Tax Detail, Waterfall,...
Blog
Jim Sinai
•
Apr 03, 2023
A new look and feel for our client estate reports
One of the reasons advisors love Vanilla is the on-demand PDF estate report, which enables them to show up with their clients in a whole new way. Now, our custom branded reports have received a major refresh to coincide with the launch of our new brand. Based on feedback from our existing customers, we have made the client PDF deliverables easier to digest and share with updates to the visualizations, diagrams, notes, and balance sheet. The balance sheet now contains different sections for all assets and accounts that are inside and outside the estate. And the detailed estate notes now...
Blog
Jim Sinai
•
Jul 01, 2022
Organization-Wide MFA Requirement
Organization administrators can now require users to enable multi-factor authorization (MFA) for their personal accounts. Users will be required to enable MFA through either SMS or an app-based authenticator (ideally both) before accessing Vanilla. MFA is an extra layer of security that helps prevent malicious actors from gaining access to your organization's data. Please reach out to your rep about having this feature turned on! Notes: Organizations that exist will have to contact Vanilla to turn this feature on. Newly onboarded organizations will have to tell sales/customer success if they want this on when they create an org.
Blog
Jim Sinai
•
Apr 18, 2022
Multi-Factor Authentication is now available for all users
Users can now enable multi-factor authentication for their own accounts. After enabling multi-factor authentication, you are required to enter your Vanilla password and a temporary one-time password every time you sign in. To enable and use multi-factor authentication, you must have a mobile device or password manager which supports multi-factor authentication installed.
