What’s new with Vanilla – Apr 25, 2023

Speakers

Jennifer Brooks

Jennifer Brooks

Head of Product Marketing

Matthew Lane

Senior Product Manager

Brett Davis

Senior Product Manager

Speakers

Jennifer Brooks

Jennifer Brooks

Head of Product Marketing

Matthew Lane

Senior Product Manager

Brett Davis

Senior Product Manager

Apr 25, 2023
30 minutes

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

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