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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organize ESTATE PLANS
Quickly bring clients onto the platform with a guided flow.
Deliver ongoing estate advice
Deepen engagement with personalized, impactful conversations.
Visualize estate plans
Simplify planning with powerful visualizations.
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