Driving Results: How Matter Family Office Embraces AI and Integrated Tech
How Matter Family Office uses innovative tech like Vanilla + eMoney to set itself apart and deliver comprehensive advice.
Speakers
Marlys Raycraft, JD
Managing Director, Matter Family Office
Laura Jogani
Sales Director, Vanilla
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Speakers
Marlys Raycraft, JD
Managing Director, Matter Family Office
Laura Jogani
Sales Director, Vanilla
Matter Family Office understands the importance of holistic advice and doesn’t shy away from innovation—and the results speak for themselves.
Through an integrated, personalized approach to wealth management, Matter serves as a strategic partner, guiding families to navigate wealth complexities, make informed decisions and build enduring legacies.
By integrating Vanilla and eMoney, Matter Family Office removes time-consuming manual steps and enhances its ability to deliver personalized estate planning at scale.
The results have been immediate:
- Time savings: Advisors cut estate plan prep time by hours per client.
- Expanded capacity: The team can now engage more clients in estate planning conversations effectively.
- New planning opportunities: Efficiency gains uncovered additional areas for advisory and estate planning