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Balentine is a customer of Vanilla

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

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"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

Jason Newcomer

Co-Founder at Dogwood Wealth Management

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