Vanilla rolls out AI assistant
V/AI Copilot gives advisors new capabilities, including one-page summaries of client estate planning documents and answers questions about those documents.
Estate planning technology startup Vanilla has launched an artificial intelligence-driven assistant as part of its platform, marking a new step in the broader race to implement AI into wealth management tech.
The assistant, dubbed V/AI Copilot, gives advisors the ability to generate one-page summaries of details from client estate planning documents, answers specific questions about those documents and can be used for overall guidance and planning for working with clients.
Vanilla chief technology officer Amjad Hussain said the assistant has been in development for the last few years and emerged from Vanilla’s existing AI capabilities. Most prominently, that included the company’s V/AI tool, which is used to create visual summaries of client estate plans.
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Read more: Vanilla rolls out AI assistant
[Alec Rich for Citywire RIA]
Published: Jan 27, 2025
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