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.

Show more
  • 5TestimonialsView
  • 5Case StudiesView
  • No
    Videos Yet
    Customer Videos
Customer Rating Review Scorebased on 924 reference ratings
4.8/5.0 (924)
  • Top Rated Software 2024 2024
    2024Top Rated Software Award

5Testimonials

  • "We make an effort to lead our clients through their planning in a way that is free of jargon. Because estate planning can be so difficult to understand even with an experienced eye, Vanilla creates a way for us to bring simplicity to an experience that is traditionally very complex.”

4 more testimonialscurrently locked

5 Case Studies

  • How Vanilla’s Estate Reports help Allen Gibson, CFP® Win New Clients and Grow His Business

4 more case studiescurrently locked

Additional Vanilla Information & Resources

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.