Transform Client Conversations with Vanilla Scenarios™ Advanced Planning

What if you could start estate planning conversations in minutes, not weeks?

Most tools make you wait for documents and full client profiles before you can even begin modeling… until now. 

We’re thrilled to introduce the latest evolution of Vanilla Scenarios™ Advanced Planning, which lets you start meaningful planning conversations from day one. Whether you have a ballpark net worth or a comprehensive abstraction, Vanilla adapts to the job. 

Plus, all the tools you need for multi-strategy analysis and creating professional client deliverables are now integrated into a single adaptive workflow. Vanilla Scenarios™ demystifies the complex ins and outs of estate planning, and creates opportunities for meaningful collaboration that enrich your practice and make it easier to get client buy-in.

Join us to learn what makes Vanilla Scenarios™ the most sophisticated instant modeling tool on the market and see it used step-by-step in a live demo.