Key Features
Easily Onboard Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Deliver Ongoing Advice
Drive ongoing estate planning discussions
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
Vanilla helps financial advisors organize their client’s complete financial and estate information to create the most comprehensive picture of their estate plans.
Vanilla helps financial advisors organize their client’s complete financial and estate information to create the most comprehensive picture of their estate plans.
“Vanilla gives us the power to integrate our clients’ family data, financial information and estate documents, all in one place."
Arielle Lederman
Senior Advisor, AdvicePeriod
how it works
Get started by adding your clients to Vanilla.
Add key information about the family.
Build a balance sheet with integrations, CSV import or even adding manually.
Upload estate planning documents.
Create Estate Plan diagrams or let Vanilla do the work for you!
View the completed Client Profile.
Quickly onboard your clients’ household information, financial data, and existing documents to the Vanilla platform. Integrations with performance management systems and CSV import eliminate manual entry and make it easy to bring in financial account data.
Teams with in-house estate planning experts can turn estate documents into a dynamic model that powers beneficiary summaries, estate tax estimates, and more with pre-built estate scenarios as well as custom flows.
For advisors or teams who want a partner to help get their clients’ estate plans into Vanilla, our Estate Abstraction Services team will review your clients’ documents and transform them into the key pieces of data that drive the Client Profile.
Integrations
See how integrations with some of the leading wealth management tools speed up client onboarding onto the Vanilla platform.
Daily automatic sync with portfolio management tools ensure all client information is up-to-date for a complete picture of the client’s financial and estate information.
Need help with an Integration?
Talk to Sales
Visualize estate plans
Simplify planning with powerful visualizations
Deliver ongoing estate advice
Deepen engagement with personalized, impactful conversations
Create estate planning documents
Ensure end-of-life planning with the necessary estate information and documents.
At a minimum, we recommend that you onboard clients who have dispositive documents (revocable trust and/or will).
In order to create the most robust profile that provides a complete picture of your client’s estate, you need to provide the family information, financial data, and estate planning documents. Financial information includes bank accounts, stock portfolios, real estate, brokerage accounts, personal property (i.e. art and car collections), and retirement accounts. With this information, Vanilla will be able to create the dynamic visualizations of the estate.
If your company does not have an estate strategist in-house, the Vanilla Estate Abstractions Services team will review your clients’ documents and transform them into the key pieces of data that become the Client Profile.
No, we currently have integrations with Black Diamond, Orion and Addepar so you can pull in your clients’ account information. Additionally, we have a CSV upload so you can pull information from a portfolio management system, financial planning tool or CRM and upload it to Vanilla.
Ready to get started?
Talk to our sales team today.
