AI has the power to transform estate planning—with V/AI, so do you. Vanilla’s careful and balanced approach to AI delivers powerful, advisor-friendly solutions that prioritize advisor productivity, accuracy, and client trust.
Estate plan summaries, interact with documents, and real-time expert insights.
Automated estate document extraction with precise summaries that you can edit.
Create a Vanilla client profile and estate summary automatically with the power of AI
We believe in building AI solutions that simplify existing workflows, allowing users to focus on high-impact work.
We build solutions with transparency and accuracy in mind so you are always in control and know the source of information and recommendation you receive.
Security and customer trust are our top priority at Vanilla, and everything we do works backwards from that. Our AI solutions never train the models with customer data.
Amjad Hussain
CTO
