Vanilla helps Mariner Wealth Advisors be at the forefront of estate planning

Mariner Wealth Advisors focuses on 360° advice designed to last, partnering with their clients to create a holistic financial strategy.  As one of the most preeminent players in the RIA space, estate planning is a key differentiator for their business, creating long-lasting relationships for advisors and their clients.  Vanilla has helped scale their estate planning practice by creating efficiencies and time savings for their advisors.

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Quickly bring clients onto the platform with a guided flow.

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Deliver ongoing estate advice

Deepen engagement with personalized, impactful conversations.

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Visualize estate plans

Visualize estate plans

 Simplify planning with powerful visualizations.

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