What’s new with Vanilla: June 2023
In this on-demand product release webinar our product experts discuss First-to-Pass analysis, support for Class Distribution designations for beneficiaries, and other exciting updates coming soon.
![](https://www.justvanilla.com/wp-content/uploads/2023/06/whats-new-hero-updated.webp)
Speakers
![](https://www.justvanilla.com/wp-content/uploads/2023/04/Matthew-Lane-400x400-1.png)
Matthew Lane
Senior Product Manager, Vanilla
![](https://www.justvanilla.com/wp-content/uploads/2023/05/Pettis_Rachel-006-1.png)
Rachel Pettis
Product Marketing, Vanilla
![](https://www.justvanilla.com/wp-content/uploads/2023/06/patrick-carlson-400x400-1.jpeg)
Patrick Carlson
Product Counsel, Vanilla
Watch On Demand
Speakers
![](https://www.justvanilla.com/wp-content/uploads/2023/04/Matthew-Lane-400x400-1.png)
Matthew Lane
Senior Product Manager, Vanilla
![](https://www.justvanilla.com/wp-content/uploads/2023/05/Pettis_Rachel-006-1.png)
Rachel Pettis
Product Marketing, Vanilla
![](https://www.justvanilla.com/wp-content/uploads/2023/06/patrick-carlson-400x400-1.jpeg)
Patrick Carlson
Product Counsel, Vanilla
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, and the ability to reorder pages.