Rachel Pettis

Oct 16, 2024

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Vanilla Announces eMoney Integration to Simplify Estate and Financial Planning

Vanilla, the award-winning estate planning software, is excited to announce a strategic integration with eMoney, the industry’s leading financial planning platform. This collaboration delivers a seamless, unified planning experience for financial advisors, combining sophisticated AI-powered estate planning tools with comprehensive financial data to offer a more holistic approach to client wealth management. 

With this integration, Vanilla is the first estate planning solution to bring together the best of both worlds: AI-powered estate planning combined with eMoney’s industry-leading financial planning capabilities. This allows advisors to provide their clients with a truly holistic financial plan that includes not only investment strategies and financial goals but also a modern, comprehensive estate plan.

Eliminate Manual Data Entry with Automatic Sync

The Vanilla-eMoney integration allows advisors to say goodbye to manual data entry. Client balance sheets, real estate, and other essential financial information from eMoney are automatically imported into Vanilla, streamlining workflows and allowing advisors to focus on providing value to their clients rather than administrative tasks. And because it’s a direct integration, everytime you login to Vanilla, the data from eMoney will refresh automatically.

Accelerate Estate Planning with AI-Powered Insights

Once the financial data is imported, Vanilla’s AI-powered estate planning capabilities quickly analyze and generate comprehensive visualizations, incorporating financial, family, and estate details into a single view. This feature allows advisors to expedite the estate planning process and dedicate more time to client strategies rather than document reviews.

Seamless Data Management Across Both Platforms

Advisors can now enjoy a unified, 360-degree workflow by generating estate plans and visual estate reports within Vanilla and syncing the Vanilla report back to eMoney’s vault. This connected workflow provides a truly holistic financial and estate planning experience for clients.

“Mariner advisors are delivering holistic financial plans in eMoney and serving end-to-end clients’ estate planning needs with Vanilla. We’re excited about how the bi-directional integration between these two partners will enable every Mariner advisor to deliver a deeper level of service to clients.” Said Chad Hamilton, Senior Vice President, Practice Management, Mariner Wealth Advisors.

The eMoney integration, now in pre-release, will be generally available to Vanilla customers in the coming months.

Vanilla is a proud sponsor of the eMoney Virtual Summit October 21-23rd where we will be presenting a CE-eligible session on key estate planning conversations advisors should have with every client. We hope to see you there!

To learn more about the Vanilla Estate Advisory Platform and how the new integration with eMoney will transform your estate planning process, visit our website or email inquiries@justvanilla.com to speak with a Vanilla representative today.