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Product Overview

Vanilla AI (V/AI)

Document Creation

Scenario Modeling

Estate Health Check

Integrations
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By Client Type

Mass Affluent Clients

High Net Worth Clients

Ultra High Net Worth Clients
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Predictable pricing that
scales with you

Designed for firms serving clients across the wealth spectrum —
with no hidden fees, surprises, or nickel-and-diming.

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Advanced

For advisors serving clients at all wealth levels

  • Estate visualizations
  • Customizable PDF reports
  • Document creation
  • Balance sheet + integrations
  • Planning opportunities
  • Estate projections
  • Vanilla Scenarios™
  • V/AI (Vanilla AI) Summaries + Co-pilot
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Expert

For advisors and planners with deep estate planning expertise

Everything in Advanced, plus:

  • Estate Builder
  • AI-assisted abstractions (VAI for Estate Builder)
  • Option to purchase Vanilla Abstraction Services
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Enterprise

A complete solution for advisors and central planning teams

Tailored solutions including:

  • Features tailored to each firm
  • Team segmentations
  • Roles and permissioning
  • Planner workflows & assignments
  • Custom content in-app
  • Enterprise-level support
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#1 Estate Planning Platform

Trusted by thousands of the fastest-growing RIAs in the country

Vanilla is trusted by more than half of the top 25 wealth management firms in the country for clients across the wealth spectrum.

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Scott Luhinau from Mariner, financial advisor specializing in estate planning and wealth management.

Customer Success

The only platform with proven ROI at scale

“Vanilla helped drive 3X revenue growth at high-adopting firms by enabling our advisor teams to go deeper with their clients.”

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What’s included

True partnership, not just software

We combine sophisticated estate planning capabilities with the support needed to make it scalable across your entire client base—because you’re not just buying software, you’re gaining a team invested in your success.

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Award-winning technology

Industry-leading platform with AI-powered plan summaries, document review, interactive client visualizations, tax projections, and seamless integrations.

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In-house expertise

Our deep estate planning expertise doesn’t just inform our product, it drives how we build technology and services that simplifies and scales estate planning.

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Success and support

We’re obsessed with your success. From onboarding and training to responsive technical support from people who actually understand estate planning, we’re your partner—not just your vendor.

“Vanilla is a one-stop shop—it supports our efforts in prospecting, building trust, winning business, and creating efficiencies.”

Matt Marini, CFP®
Wealth Advisor, Coastal Bridge Advisors

Frequently Asked Questions

Vanilla uses a straightforward user-based pricing model. You pay per user based on the license type that matches their role and feature needs. This makes it easy to scale as your practice grows, adding or adjusting licenses as needed. To get a quote tailored to your requirements, schedule time with our team.

Advisor Advanced is designed for professionals serving clients at all wealth levels and includes everything you need to analyze existing estate plans, create interactive visualizations, and generate client-ready documents.

Advisor Expert builds on Advanced with additional capabilities for those who need deeper estate planning functionality, including AI-assisted document abstraction and Estate Builder for creating sophisticated estate structures.

Enterprise Team is our complete solution for firms with central planning teams, offering advanced workflow management, role-based permissions, custom content, and dedicated enterprise support.

Your sales representative can help you determine the plan that best fits your needs.

Vanilla is more than software—it’s a complete estate planning solution. Your subscription includes industry-leading technology, access to our in-house team of specialists for complex cases and document abstraction services, and dedicated partnership through comprehensive onboarding, training (including 10+ hours of CE-eligible content through Vanilla Academy), ongoing technical support, and materials to help you engage clients.

Yes, Vanilla integrates seamlessly with leading wealth management platforms including eMoney, Orion, Black Diamond, Addepar, and others. These integrations allow you to connect client assets and create a comprehensive view of how estate plans interact with portfolios. We also offer API access for custom integrations. Visit our integrations page to see our full list of integration partners.

Our AI-powered assistant, V/AI, automates estate plan reviews of any complexity — instantly generating plan summaries, extracting key document details, and surfacing potential issues for advisors to discuss with clients.

Most firms are up and running within 3-6 weeks. Where applicable, our implementation process includes self-guided or live onboarding and training, and regular office hours. For Enterprise clients with more complex requirements, implementation timelines are customized based on your specific needs. Our team works closely with you to ensure a smooth transition and successful adoption.

Join the next frontier of wealth advisory

See how Vanilla is helping thousands of advisors transform their service offering and accelerate business growth.