Vanilla
HQ Address
310 S Main St, Suite 1000, Salt Lake City, UT 84101, United States
Website Address
Business introduction
Modern estate planning for financial advisors
Vanilla is a complete estate planning solution for wealth advisors, financial planners, and estate strategists. Transform the estate planning experience for every client
Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate analysis to every client.
Vanilla Solutions
Vanilla for Advisors
With Vanilla’s estate planning software for financial advisors, you can deepen client relationships, expand share of wallet, and win new business by providing differentiated estate planning advice....
business needs
view solutionVanilla for Estate Planners
Vanilla helps in-house wealth and estate planners simplify the estate planning process with guided templates and workflows for abstracting key information from trust and estate documents....
