Category: Vanilla Updates
John Costello
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Jan 18, 2024
Vanguard Introduces Enhanced Digital Estate Planning Tools to Investors Through Partnership with Vanilla
Vanguard is introducing new and enhanced intergenerational wealth and legacy planning capabilities through a partnership with Vanilla, an innovative provider of digital estate planning tools and solutions. The offer was successfully piloted to a small cohort of eligible advised clients in Vanguard Personal Advisor Wealth Management over the past year and will scale to provide ultra-high-net-worth Vanguard investors with a powerful visualized approach to help manage and achieve their current and future estate planning objectives. Launched in 2015, the Personal Advisor suite of advice offers is Vanguard’s industry-leading hybrid advice service that combines a sophisticated online experience and underlying technology...
Vanilla
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Jan 11, 2024
Vanilla Appoints Marc Dorfman as Chief Revenue Officer
Vanilla adds more than 20 years of experience in financial services and fintech to C-suite Vanilla, a leading provider of estate planning software, today announced the appointment of Marc Dorfman as Chief Revenue Officer. Marc brings extensive experience in sales and customer success to Vanilla, with over two decades of driving revenue growth and leading high-performing teams in the financial services and fintech industries. Throughout his career Marc has excelled at forging strong client relationships and navigating complex sales cycles, working with the largest asset and wealth managers in the world. In addition to guiding their investment strategies, Marc has...
Amjad Hussain
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Oct 19, 2023
New Vanilla innovations accelerate customers’ ability to deliver Estate Advisory
When we launched the Vanilla Estate Advisory Platform just over a year ago, we did so because we saw a problem without a solution. There was a deep need for a tool that enabled wealth advisors to help clients with their estate strategy as part of their holistic financial planning. Over the past year, our customers have not only used the Vanilla platform to grow their business and bring value to clients – they have helped us grow, too. We have worked hand in hand with our customers, from small RIAs to the largest enterprise firms to innovate and bring...
Vanilla
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Oct 19, 2023
Vanilla Announces New AI-Powered Estate Planning Innovations
New AI features to accelerate how financial advisors and wealth advisors can serve high-net-worth clients at scale SALT LAKE CITY, UT – Vanilla, a leading provider of estate planning solutions today announced several new cutting-edge tools for advisors powered by VAI™, a proprietary AI model purpose-built by Vanilla to enhance the estate planning experience. At launch, VAI will power new features like Vanilla Estate Builder™ that will reduce the time it takes to turn estate documents into powerful diagrams, federal and state-specific estate tax projections, and beneficiary summaries. The new Vanilla Scenarios™ will leverage VAI to understand the client's family structure, proactively...
Gene Farrell
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Sep 28, 2023
Vanilla appoints Nathan Hunt as Head of Finance and Doug Rybacki as Chief...
Vanilla Strengthens Its Leadership Team with Two Exceptional Hires Los Angeles, CA, – Vanilla, the industry-leading Estate Advisory Platform, is thrilled to announce the latest additions to its leadership team. Nathan Hunt joins Vanilla as Head of Finance and Doug Rybacki is joining as Vanilla’s Chief Product Officer. "We are excited to welcome Nathan and Doug to the Vanilla family. Their impressive backgrounds and strong functional leadership will help accelerate our mission of building the complete estate planning platform.” - Gene Farrell, CEO Nathan Hunt We are excited to introduce Nathan Hunt as our Head of Finance. Nathan brings a...
Jim Sinai
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Sep 15, 2023
Vanilla’s new estate planning research reveals key opportunities for advisors
Introducing Vanilla’s first-ever State of Estate Planning report Advisors are at a crossroads. Technology is shaking things up, economic policies are evolving, and new generations of clients are knocking on the door. Finding ways to future-proof your business in the face of change and uncertainty can be daunting, so we decided to shine a light on clients' ever-changing needs and help advisors anticipate where the industry might be headed. This summer, we surveyed more than 1,000 Americans to capture the pulse of public opinion on a wide spectrum of estate planning issues. Today, we are thrilled to share the result...
Gene Farrell
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May 17, 2023
The future of estate advisory: A new way to think about estate planning
[Watch Legacy Now on demand, to learn more about Vanilla’s vision for estate advisory.] I believe that technology – when used thoughtfully – can be truly transformative. And this week at our Legacy Now event, with the help of Vanilla co-founder Steve Lockshin, I had the opportunity to share how Vanilla plans to transform not just estate planning, but financial advising as a whole, with the new Vanilla Estate Advisory Software. The technology itself is only a part of the picture. It’s a tool. It’s the enabler that, when paired with exceptional advisors, will allow for a new kind...
Daniel Brockley
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Apr 19, 2023
Introducing Vanilla Academy: Empowering financial advisors with free educational resources on estate planning
In a recent report by Spectrem Group, a full 93% of respondents said they want estate planning advice from their advisors, but only 22% of clients are actually receiving that advice. Vanilla aims to change that. Clients crave help from their advisors on estate planning because they recognize that their advisors are in the perfect place to provide real insights. Although clients need attorneys to draft legal documents, those attorneys don’t have the same holistic view of clients’ financial pictures–their assets, their hopes, their dreams–or their family feuds–as their financial advisors have. Not only do financial advisors have more perspective...
Vanilla
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Apr 18, 2023
Vanilla Launches First Fully-Integrated Estate Advisory Platform
SALT LAKE CITY, UT - APRIL 18, 2023 Vanilla, a leading provider of estate planning solutions, today announced the launch of its new Estate Advisory Platform, the first fully integrated model of an estate, bringing together family, financial, and estate planning data into one place. The Vanilla Estate Advisory Platform The Vanilla Estate Advisory Platform offers dynamic visualizations of the estate, beneficiary summary and projections, estate tax projections, a dynamic balance sheet integrated with the leading personal finance management tools, and an on-demand report builder. With these features, financial advisors can deliver differentiated advice, expand client relationships, win new...
