Category: Vanilla Updates

Vanilla

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Sep 30, 2025

New offering brings institutional-grade estate planning capabilities to boutique advisory firms at accessible pricing BELLEVUE, Wash.--Vanilla, the leading estate planning technology platform trusted by several of the country’s largest wealth management firms, today announced the opening of the waitlist for Vanilla Starter, a groundbreaking solution designed to make professional estate planning services accessible for boutique RIA firms. Built on the same proven, institutional-grade technology that serves ultra-high-net-worth clients, Vanilla Starter will launch with pricing starting at $99 per month. Solo practices and small RIA firms have long faced a critical challenge: wanting to offer estate planning services in-house but lacking...

Vanilla

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Sep 10, 2025

New York, NY - September 10, 2025 - Betterment Advisor Solutions, an all-in-one custodian for modern RIAs, today announced a new partnership with Vanilla, the modern estate planning solution for advisors. Through this partnership, advisors who custody assets with Betterment Advisor Solutions will have special access to the Vanilla platform in addition to exclusive educational opportunities with Vanilla’s team of estate planning experts. Vanilla’s tools enable advisors to offer customized estate planning services at scale to clients across all wealth levels.  “Having the right technology in place can make or break an advisory firm, and we want advisors to have...

Vanilla

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Sep 05, 2025

Bellevue, WA — September 5, 2025 — Vanilla, the most trusted estate planning platform for advisors, today announced it was a two-time winner at the 2025 Wealth Management Industry Awards (the “Wealthies”), held on September 4, 2025 in New York City. Vanilla’s was recognized for the following categories and achievements: Advisor Service and Support category: Document Abstraction Services Thought Leadership Category: The State of Estate Planning Report 2025 These prestigious awards highlight Vanilla’s ongoing leadership in delivering innovative solutions to advisors and thought leadership to the broader wealth management community. "We are extremely proud to once again be recognized by...

Vanilla

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Aug 22, 2025

Bellevue, WA, August 22, 2025 – Vanilla, the most trusted estate planning platform for financial advisors, today announced it has been shortlisted for Disruptor of the Year in the 2025 US FinTech Awards. This recognition highlights Vanilla’s leading role in redefining how estate planning is integrated into wealth management and delivered at scale. Estate planning has long been disconnected from everyday financial advice, making it feel inaccessible to many advisors and clients. Vanilla’s patented technology is changing that. By transforming dense, complex legal documents into instantly digestible, interactive visuals, Vanilla empowers advisors to have deeper, values-based conversations with clients about...

Vanilla

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Aug 12, 2025

Advanced capabilities enable advisors to model complex estate planning strategies in minutes, transforming client conversations into collaborative planning sessions Bellevue, WA – August 12, 2025 – Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one scenario planning tool. Building on the strong foundation established since its introduction in April 2024, this evolution of Vanilla Scenarios™️ delivers a more unified experience that enables financial advisors to model, compare, and present estate planning strategies with unprecedented speed and flexibility. Vanilla Scenarios™ Advanced Planning represents the most advanced estate planning...

Vanilla

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Jul 24, 2025

Bellevue, WA — July 24, 2025 — Vanilla, the modern estate planning platform that simplifies and elevates the advisor-client experience, announced today that it has been granted a U.S. patent for its innovative event-based resource allocation system. This proprietary technology underpins many of the platform’s most advanced capabilities, including report automation, waterfall calculations, estate visualizations and abstractions, and AI-powered opportunity discovery. The patented system represents a major breakthrough in estate planning technology, utilizing advanced machine learning models and real-time event processing to transform how financial advisors manage and allocate client resources. This technology addresses the complex challenges of estate planning...

Vanilla

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Jun 24, 2025

BELLEVUE, Wash.-- Vanilla, the category-defining estate planning platform for financial advisors, announced today that Emily Tran has joined the company as Vice President of Marketing. Tran will lead all facets of Vanilla’s marketing strategy, with a focus on driving awareness, deepening advisor engagement, and accelerating adoption of the platform across the wealth management industry. Tran brings over 10 years of financial services marketing experience to the role, most recently serving as Head of Marketing at Practifi, a CRM platform for advisory firms. Prior to that, she held senior marketing positions at Morningstar, where she led integrated campaigns that supported product...

Vanilla

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Jun 13, 2025

Setting the standard in estate planning: From experience to innovation When Steve Lockshin—ranked the #1 financial advisor in the country by Barron’s—founded Vanilla, he didn’t set out to build just another software platform. He set out to solve a problem he lived every day: the complexity of managing ultra-high-net-worth (UHNW) estates. With over 35 years of experience advising the wealthiest families in America, Steve knew the stakes. From generation-skipping transfer tax planning and state estate taxes to derivative strategies and complex fiduciary structures—these aren’t theoretical problems. They’re daily realities. That’s why he built Vanilla: the platform that transforms real-life expertise...

Vanilla

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May 08, 2025

AI-powered tools accelerate meaningful conversations, eliminate manual processes, and deliver holistic insights at scale BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the most trusted platform in modern estate planning, today announced significant enhancements to its AI suite, delivering a new level of intelligence and scale to the estate planning workflow. Designed to go far beyond basic summarization, the updated toolkit empowers advisors to analyze estate documents as a cohesive whole, uncover planning opportunities, and deliver personalized guidance with greater speed and accuracy. “At Vanilla, AI isn’t a bolt-on; it’s a belief system,” said Amjad Hussain, Chief Technology Officer at Vanilla. “Our vision was always...