Vanilla helps wealth advisors, financial planners, and estate strategists deliver better estate planning advice to clients.
Estate Planning Software
Vanilla helps wealth advisors, financial planners, and estate strategists deliver better estate planning advice to clients.
HOW VANILLA HELPS ADVISORS & ESTATE PLANNERS
Deliver differentiated advice and added value to planning conversations with your clients.
Expand relationships with your clients to get a better understanding of their legacy goals.
Expand relationships with your clients to get a better understanding of their legacy goals.
Expand relationships with your clients to get a better understanding of their legacy goals.
Advisor Resources
Guide
Vanilla
•
Feb 16, 2023
A step-by-step checklist to guide your client conversations. This playbook is inspired by the guide used by Steve Lockshin and his firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world.
Guide
Vanilla
•
Dec 07, 2022
Making lifetime gifts is one of the most common, tried-and-true strategies to reduce estate tax liability. We’ll walk you through the major types of charitable and non-charitable gifts that you might want to consider, as this year draws to an end.
Guide
Vanilla
•
Apr 04, 2023
With Vanilla, advisors can create a new type of deliverable that both clients and prospects have never seen before. Not only does Vanilla help advisors increase the depth of their service offerings, but it also helps an advisor’s client actually understand the full picture of their wealth and legacy. Download a sample report below.
WealthTech Americas
Best Newcomer/Startup
2023 Industry Awards
Family Wealth Report
Winner Product Innovation
2022 Awards
WealthManagement.com
Finalist
2021 Industry Awards
WealthManagement.com
Winner, Tech Disruptor
2020 Industry Awards
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