Empowering Osaic advisors with the industry’s only patented estate planning platform
Grow your practice and deepen client relationships with tools designed for every step of the estate planning journey. Exclusive partnership pricing for Osaic advisors.
Scale Your Practice
Eliminate manual workflows with AI-powered automation. Vanilla turns hours of document analysis into minutes, letting you focus on meaningful client conversations.
Increase Revenue
Advisors using Vanilla report 3x revenue growth and up to 50% increases in AUM by making estate planning a core service offering.
Strengthen Client Relationships
75% of firms report stronger next-generation relationships when using Vanilla to deliver comprehensive, values-based estate planning.
Pricing
Exclusive Osaic pricing
As part of Osaic’s strategic partnership with Vanilla, your firm receives preferred pricing designed to maximize ROI and make comprehensive estate planning accessible across your practice.
Advisor
$4,400
per advisor per year
For advisors focused on clients across the wealth spectrum.
PLANNER
$6,000
per advisor per year
All Advisor features, plus:
ASSOCIATE
$800
per associate per year
Associates supporting advisor teams to input and manage client data.
Estate planning has become essential to comprehensive wealth management, especially as our clients navigate increasingly complex financial landscapes and multi-generational wealth transfer needs. Vanilla empowers our advisors with the sophisticated tools and expertise needed to serve as trusted guides for families at every wealth level.
Joe Gaeckle
SVP of High Net Worth and Financial Planning Solutions, Osaic
Your colleagues are already transforming their practices with Vanilla. It’s your turn.
