Trusted by leaders in wealth management and estate planning
Customer Stories
Meet some of our early adopters
“We’ve gotten really great feedback from our clients on the Vanilla visualizations. A lot of clients have never seen their plan outside of the documents, some of which are a hundred pages long and get kind of confusing. It really changes the conversation.”
Grant Blindbury
Partner at FMB Wealth Management
"Vanilla Provides our team with a complete estate planning solution. The visualizations make it easy to identify gaps and recommend areas for improvement."
Jason Newcomer
Co-Founder at Dogwood Wealth Management