Vanilla Webinars

Vanilla

•

Nov 16, 2023

Key takeaways Vanilla built Document Builder to fix a process that’s traditionally transactional, reactive, and disconnected from a client’s broader plan, citing survey data that only 22% of clients get estate planning advice from their financial advisor at all. Existing client documents don’t need to be scrapped and redone: Vanilla can abstract documents that are still current and help surface planning opportunities. The self-guided, client-driven questionnaire model is considered a well-established, lower UPL-risk approach, though the risk profile shifts once advisors charge separately for the service or attorneys take on a more active drafting role. Once a client finalizes and...

Vanilla

•

Oct 30, 2023

In the last few decades, wealth management has gone through a transformation. The very expertise that used to enable firms to stand out, investment strategy, has become largely commoditized. Today, clients are looking for more from their advisors, and standing out as an advisor takes a fresh, more holistic approach. Estate advisory  is the ideal entree into new and deeper client relationships. It enables advisors not only to broach financial strategy on a more intimate level, but to help clients view their finances beyond the next few decades, and into the next few generations. In this, the advisor becomes an...

Vanilla

•

Sep 26, 2023

Welcome back to Legacy Now. On Oct 19th we shared the latest innovation and enhancements to the Vanilla Estate Advisory Platform. Together with our customers, we are redefining how financial advisors, wealth planners, attorneys and their clients approach one of the most important parts of each clients’ lives: their legacy. In this virtual launch event: Vanilla CEO Gene Farrell shares our view on the future of estate planning and advisory. We discussed the role technology and AI will play in transforming estate planning. Product experts presented the new Vanilla platform and how you can use it to deepen relationships, expand...

Vanilla

•

Sep 06, 2023

Join three leaders in finance, technology and law as they uncover insights from a new research report on where finance and estate planning stand today – and where they are going in the future. They’ll explore how advisors can future-proof their business by embracing estate advisory. This webinar will unpack the research data, including client opinions, values, and biases related to a range of estate planning topics. Attendees will hear panelists share their expert perspectives on:  Why estate advice requires intimate, difficult conversations and presents unique opportunities to deliver differentiated advice. How advisors can use estate planning to foster trust...

Vanilla

•

Jul 18, 2023

Vanilla’s product experts are back with another installment of the What’s New in Vanilla webinar series. Learn about the latest feature releases and enhancements in the Vanilla Estate Advisory platform. Watch on demand to: See how advisors can expedite client onboarding and minimize financial data entry with new upgrades to the Balance Sheet Builder. Learn how our new integrations features help save time importing financial information for multiple clients and organize data. Hear about upcoming upgrades to the document abstraction process for Wealth and Estate Strategists users in Estate Builder and customizable options in the Vanilla PDF report.

Vanilla

•

Jun 07, 2023

This latest installment of the What’s New with Vanilla webinar series covers several new features and enhancements recently launched in the Vanilla Estate Advisory Platform: First-to-Pass analysis: See how the First-to-Pass analysis helps advisors and wealth and estate strategists visualize and gain a more holistic view of the client’s estate. Class Distributions: Learn how the Class Distributions feature will allow advisors and wealth and estate strategists to designate how their client’s assets flow to future generations when a beneficiary predeceases the client. Hear about the latest upgrades to the Vanilla PDF report including new entity tables, a display name editor,...

Vanilla

•

May 16, 2023

At our recent Legacy Now event, Hightower CEO Bob Oros and Vanilla cofounder Steve Lockshin sat down with Vanilla CEO Gene Farrell to discuss the changing roles of advisors in estate planning. Learn more about: Why advisors are leaning into Estate Advisory How to use Estate Advisory to connect with clients in a whole new way How technology is helping advisors and wealth planners serve their clients needs around estate planning You can watch the full event here about legacy now.

Vanilla

•

May 08, 2023

Key takeaways Now, a family’s full balance sheet, aggregated and normalized inside Addepar, flows directly into Vanilla’s estate planning platform, refreshing regularly instead of being re-entered by hand. The integration runs on Addepar’s query API, so advisors don’t have to manually build or maintain a custom view inside Addepar. Authenticating with Addepar credentials inside Vanilla automatically brings over every client the advisor has access to. Addepar’s platform now underpins more than $4 trillion in aggregate assets across over 900 clients in roughly 40 countries, giving Vanilla a single structured source for the account, asset, and liability data behind each estate...

Vanilla

•

Apr 25, 2023

Today, advisors use Vanilla to deepen client relationships, increase share of wallet and win new clients. Learn the latest innovations and product announcements on the Vanilla Estate Advisory Platform as of April 25, 2023. Our product experts will provide a deep dive into: How advisors can show their clients simple projections of their estate to help make informed planning decisions about future scenarios The new redesigned PDF estate report which enables advisors to show up with their clients in a whole new way