Vanilla @getvanilla
Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanning justvanilla.com Los Angeles, California Joined October 2019-
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Fall is here—and so are Vanilla's September product updates. We’re excited to share some new releases that will sharpen your workflows, enrich planning insights, and create opportunities for expanding your clientele. See what's new: hubs.li/Q03KRn_Y0
Our CEO Gene Farrell joined The Advisor Lab Podcast from CION Investments at Future Proof Festival to discuss how Vanilla is helping advisors rethink estate planning. Listen to the full episode! Apple: hubs.li/Q03K42Zl0 Spotify: hubs.li/Q03K42wv0
ICYMI, we just launched a new partnership with Betterment. Now, advisors who custody assets with Betterment have access to tools that help them deliver scalable estate planning to clients at all wealth levels. Read more in @wealth_mgmt: hubs.li/Q03J7SWn0
There's a new addition to the Vanilla team—welcome, Simona Shao! Simona joins us as a Sales Executive, bringing a wealth of industry experience from companies J.P. Morgan and Sonata One. Please join us in wishing her a warm welcome!
Looking for ways to make your estate planning conversations with clients more productive and impactful? We have tips. Here, we round up four key takeaways from our estate planning playbook that you can implement today: hubs.li/Q03J7X7C0
Mark your calendars, we have a great webinar lineup for September! 9/18 | Lifespan & Legacy: The Role of Life Insurance in Estate Planning | hubs.li/Q03J1b0b0 9/23 | The Advisor's Estate Planning Playbook | hubs.li/Q03J1b1b0 We hope to see you there!
We're here at @FutureProof_HQ Festival! Come say hi to this all-star team at Booth #405 in Zone 4 this week.
Join Vanilla and Allianz on 9/18 for a conversation about how life insurance and estate planning work together to create successful client outcomes. Learn more and register here: hubs.li/Q03GYWPF0
What makes Vanilla the most trusted estate planning solution? For one, it's the team of planning experts working behind the scenes. In a recent webinar, Vanilla's Erica Ellis offered advisors an intro to estate planning, starting with how to approach goal setting with clients.
You're invited! We're teaming up with Betterment for a sunset happy hour at Future Proof Festival, and we'd love to host you. Join us for refreshments on the rooftop on 9/8—it's the perfect way to wind down from the busy day. RSVP here to save your spot: hubs.li/Q03GwdD80
We’re pleased to welcome Voyager Wealth Advisors to Vanilla! Voyager specializes in personalized financial planning and investment management to help clients make confident decisions about the future. We’re thrilled they’ve selected Vanilla as their estate planning partner.
Vanilla is an official sponsor of NAPFA Fall 2025 National Conference, and we hope to see you in DC! Swing by Booth #613 to say hi to our team. Plus, don't miss Patrick Carlson's session on Navigating the Generation Skipping Transfer Tax on Thursday, September 4th at 3:15 p.m.
Headed to Future Proof Festival? So are we! Visit Booth #405 in Zone 4 to chat with our team and find out why our patented technology is the most trusted estate planning solution for advisors.
The future of financial advice isn’t AI vs. advisors—it’s AI plus advisors.A new Microsoft study lists financial advisors as a job likely to be replaced by AI. But in an article from @wealth_mgmt advisors say "not so fast"—and we second them. Read it here: hubs.li/Q03DnbSv0
Attending Cambridge Ignite this week? Make sure and pop into Theater 101 to hear Michael Schwoerer's talk on implementing advanced planning. We'll also be showing off the latest Vanilla features and chatting about all things estate planning tech at Table B. Come say hi!
We just introduced Vanilla Scenarios™ Advanced Planning, the latest evolution of our all-in-one estate modeling engine. Learn what makes it the most sophisticated multi-strategy analysis tool on the market in this interview with @FAMagazine: hubs.li/Q03C-w4S0
Mark your calendars: We have two great webinars teed up for August. Transform Client Conversations with Vanilla Scenarios Advanced Planning on 8/20: hubs.li/Q03CM-Hw0 Estate Planning For Advisors: Foundational Concepts and Best Practices on 8/26: hubs.li/Q03CN3Jq0
Estate planning is one of the most important conversations you’ll have with your clients, but it can be tough to break the ice. Here, we outline 12 key questions to bring structure to the conversation and ensure you capture all the necessary info: hubs.li/Q03CCHJN0
Today’s the day: Vanilla Scenarios™ Advanced Planning, the newest evolution of our all-in-one scenario modeling tool, is now live and available to all customers. Read more about the latest innovations in Vanilla Scenarios here: hubs.li/Q03Ct2qf0
The Vanilla team looks forward to seeing you next week at Cambridge Ignite 2025! Make sure to visit us at Table B, where the team will be demoing Vanilla's patented estate planning solution and showing off the latest features. See you there!
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