What’s New in Vanilla: Our Latest Product Update

Speakers

Jess Lantz

Product Marketing Specialist, Vanilla

 

Speakers

Jess Lantz

Product Marketing Specialist, Vanilla

Aug 06, 2026

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.