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.
“Estate Planning is crucial, and Vanilla is on the forefront of making our lives as advisors easier when it comes to talk about, helping with, during and after their lives.”
“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.”
“I had a client whose mother died, and she had over a million dollars at a competing firm. I uploaded his estate docs to your reporting service and presented that …
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.
FeaturedCustomers has 1,899,738+ validated customer references
including reviews, case studies, success stories, customer stories,
testimonials and customer videos that will help you make better
software purchasing decisions.
