Investment News
Mar 12, 2024
Tech provider Vanilla unveils estate planning scenarios tool
Estate planning technology firm Vanilla is looking to shake up the wealth landscape with a new planning visualization tool. The platform’s latest offering, Vanilla Scenarios, seeks to modernize how advisors, wealth planners, and estate lawyers plan and optimize their clients’ estate strategies.
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Read more: Tech provider Vanilla unveils estate planning scenarios tool
[Leo Almazora, Investment News]
Published: Mar 12, 2024
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