Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
Technology has been a huge boon to advisors, but is more tech always a good thing? Steve Lockshin, founder of Vanilla, gives his perspective on why you need to be careful about how much tech is in your stack.
Ready to get started?
Talk to our sales team today.
