Deepen relationships, drive retention
Clients may use Vanilla Document Builder to create estate documents (Wills, Trusts, etc.).

Grow AUM at every step
Drive ongoing conversations about a client’s total balance sheet, wealth projections, and estate tax estimates to grow share-of-wallet.

Access to the Vanilla platform may be granted to your client(s) by Vanilla Technologies Inc. through you as a Cetera or associated financial professional solely in your capacity as a subscriber, which provides your client(s) with access to certain estate planning documents. Should your client(s) choose to use Vanilla to create estate planning documents, they will supply information directly Vanilla. None of Cetera’s financial professionals, or Vanilla Technologies Inc., may act as an attorney or provide legal advice in any fashion. All such documents generated by Vanilla are subject to Vanilla Technologies Inc.’s terms and conditions, which client(s) should review. Client(s) should not rely on these documents until, at a minimum, they have reviewed and finalized them with an attorney from Vanilla Technologies Inc’s. nationwide network of attorneys, which requires additional fees. Prior to finalizing any documents, Cetera also encourages client(s) to seek personalized estate planning advice from as many qualified professionals as appropriate to evaluate their individual estate planning needs and to review their estate plan documents.

Please note that Cetera and their affiliates are not related to or otherwise affiliated with Vanilla Technologies Inc. by common ownership or control. Neither Cetera nor its financial professionals receive compensation from Vanilla Technologies Inc