Read 5 Vanilla reviews and testimonials from customers, explore 5 case studies and customer success stories, and watch customer videos to see why companies chose Vanilla as their undefined

Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning.

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Customer Rating Review Scorebased on 782 reference ratings
4.8/5.0 (782)
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5Testimonials

  • “By adding estate planning through Vanilla we’re able to round out our service offering and provide differentiating value. We can go much deeper and provide real value to our clients.”

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5 Case Studies

  • Here is how Vern Cushenbery, CFA®, CFP® at Two West Advisors Retained Referrals and Grew His Business With Vanilla

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Read Vanilla Reviews, Testimonials & Customer References from 5 real Vanilla customers.

Browse Vanilla Case Studies, Customer Success Stories, & Customer References from 5 businesses that use Vanilla.