Jim Sinai

Apr 03, 2023

1 min

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A new look and feel for our client estate reports

One of the reasons advisors love Vanilla is the on-demand PDF estate report, which enables them to show up with their clients in a whole new way.  Now, our custom branded reports have received a major refresh to coincide with the launch of our new brand.

Based on feedback from our existing customers, we have made the client PDF deliverables easier to digest and share with updates to the visualizations, diagrams, notes, and balance sheet.  The balance sheet now contains different sections for all assets and accounts that are inside and outside the estate. And the detailed estate notes now are presented next to their corresponding diagrams. 

Advisors can easily customize the reports with their own branding and select which details are relevant for each client.  To learn more about creating your own PDF report for your clients, visit our Knowledge Base.