Vanilla Pricing

Deeper client service. Unlimited potential. All with predictable pricing.

Vanilla’s subscription model is designed to serve firms of all sizes, and serve clients at all wealth levels. We offer user-based pricing packaged around how you want to use Vanilla with no surprises.

Packages for every type of advisor and firm

Advisor Advanced

For all advisors serving clients at all wealth levels

  • Estate Plan Creation Included
  • AI-powered Estate Reviews
  • Estate Diagrams
  • Beneficiary & Fiduciary Summary
  • Family Tree Visualization
  • Balance Sheet
  • Tax Projections & Optimization
  • Scenario Analysis
  • Branded Customizable Reports
  • Done-for-you Abstraction Services
  • Wealthtech Integrations

 

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Advisor Expert

For advisors with deep estate planning expertise

  • Everything in Advanced +

  • Al-Assisted Estate Abstractions

  • Estate Builder

  • Vanilla Abstraction Services

 

 

 

 

 

 

 

 

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Enterprise Team

A complete solution for advisors AND central planning teams

  • Features tailored to each firm

  • Team segmentations

  • Roles & permissioning

  • Planner workflows & assignments

  • Custom content in-app

  • Enterprise-level support

 

 

 

 

 

 

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Join the hundreds of firms using Vanilla to drive growth

 

What’s included

More than software — a complete estate planning solution.

Vanilla is a complete solution that aims to act as an extension of your team to deliver a modern estate planning solution to every one of your clients. From onboarding to continuing education, we’ve got your team and your clients covered.

How we support your clients

  • Top-tier, brandable client deliverables
  • On-demand document creation included in Advisor packages
  • Interactive estate diagrams & projections
  • Powerful tax calculations

How we support you and your users

  • Onboarding and training
  • Ongoing support for every user
  • Continuing education
  • Advisor marketing materials

How we fit into your firm and tech-stack

  • User-based seats
  • Robust integrations
  • APIs
  • Team-based workflows

How we support enterprises

  • Access and permissions
  • Robust integrations
  • Enterprise grade security
  • Single sign-on
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Frequently Asked Questions

Our pricing is customized based on your practice’s specific needs. To get a quote tailored to your requirements, click on talk to sales above.

Vanilla’s pricing is structured around user-based seats, making it easy to scale based on your firm’s needs. Whether you’re adding a few new team members or growing rapidly, we offer flexible options to adjust your subscription accordingly, ensuring you only pay for what you need.

The Vanilla platform subscription covers everything you need to generate, manage, and visualize estate plans. Our separate abstraction services focus specifically on gathering and analyzing detailed information from existing client documents, offering additional support for more complex estates. This allows you to tailor your services based on the needs of your clients.

Yes, each package is priced according to the level of service and features it includes. The Advanced package is designed for any advisor, while the Expert and Enterprise Team packages offer additional features like AI-powered estate reviews and team management tools. Pricing is structured to give you flexibility based on how you want to use Vanilla. Please speak to a sales representative for more details.

Our AI-powered assistant, V/AI, automates complex estate reviews by identifying key details in the estate documents and offering suggestions or potential issues to review. It reduces the manual work for advisors and ensures a faster review process, freeing you up to focus on strategy and client relationships.

Our pricing is clear and straightforward. We offer a product platform subscription and separate fees for Vanilla Abstraction Services. If you’d like more details or a personalized breakdown, a sales representative would be happy to assist you.

Included with your plan is top-tier support for all your users during business hours (6:00 a.m. to 4:00 p.m. Pacific Time). Whether you have a technical issue or need assistance with a feature, our support team is here to help.

We provide free training tailored to different roles within your practice. This ensures that every team member can effectively use Vanilla’s platform.

Our onboarding services are designed to help you integrate Vanilla smoothly into your practice. We’ll assist you every step of the way to ensure successful adoption.

Yes, Vanilla is a cloud-based platform, allowing you to access your data and tools from anywhere with an internet connection.

You can find more details on our product package terms here

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