06/29/2023
11:00 am PST
30 minutes
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.
Speakers
Matthew Lane
Senior Product Manager, Vanilla
Rachel Pettis
Product Marketing, Vanilla
Patrick Carlson
Product Counsel, Vanilla
Watch On Demand
Speakers
Matthew Lane
Senior Product Manager, Vanilla
Rachel Pettis
Product Marketing, Vanilla
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.