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11-50 employees Los Angeles, United States
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Vanilla is a comprehensive estate planning platform for wealth advisors and estate strategists, designed to transform the estate planning experience by offering features such as client profile organization, interactive estate plan visualizations, strategic opportunity identification, and document creation. It allows advisors to deliver holistic estate analysis and advice, standardize and scale their offerings, and cater to client needs across generations, aiding in retention and growth. Vanilla integrates with existing wealth management tools while ensuring enterprise-grade security. Supported by resources like the Vanilla Academy, the platform aims to modernize estate planning and aid advisors in managing their clients' legacies effectively.