Quickly visualize the entire estate
Advisors can help their clients understand their estate plan with simplified, dynamic visualizations. Drill deeper into the details about specific parts of the estate including assets, provisions, beneficiaries, and fiduciaries.
Create a living picture of a client’s assets
See a high-level summary of your clients’ entire estate. The balance sheet shows how assets are titled, entity structure, and other information like life insurance so you can show the long-term value of estate and tax planning.
Discuss estate planning opportunities
Once your client’s estate is mapped out, it’s time to identify planning opportunities. Structure your advice to include everything from up-to-date items to reviewing beneficiary designations and potential tax saving strategies.
Seamlessly onboard your clients’ family and financial data
Sync Vanilla with the tools you already love or import data via CSV to quickly build out client profiles. With integrations to leading portfolio management software that updates daily, you can quickly and efficiently create a complete picture of your client’s estate on the Vanilla platform.
Deliver custom branded reports for every client
Advisors can send their clients a customizable report with their company’s branding that details the entire estate plan.
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