What’s New in Vanilla: Our Latest Product Update
Speakers
Jess Lantz
Product Marketing Specialist, Vanilla
Speakers
Jess Lantz
Product Marketing Specialist, Vanilla
Join us for a live walkthrough of everything Vanilla has released this summer — including our reporting experience, expanded eMoney integration, client-ready Personal Financial Statement, and more. Vanilla’s Product Marketing Specialist, Jessica Lantz, will walk you through what’s new, how it works, and how to use it.
Holistic wealth management starts here
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.