Webinar
Vanilla
•
Apr 26, 2024
Scaling Estate Planning to Every Advisor in the Org
A panel discussion with Baird – Private Wealth Management VP and senior estate planner Rick Holman on scaling planning at your firm.
Visualize complex estate plans.
Vanilla’s Estate Builder helps you easily build and present intricate details clearly, facilitating better client understanding and engagement in the planning process.
Automated tax projections for estate plans.
Vanilla’s Scenarios projection tools enable you to offer data-driven advice and optimize tax strategies, ensuring your clients can make informed decisions.
Generate tailored, custom-branded reports.
Vanilla’s custom reporting allows you to present a plan that highlights key insights and provides a comprehensive view of their financial situation and estate plans.
Enterprise-grade API and integrations
Integrate seamlessly with your existing systems through key integrations and our API, ensuring that Vanilla works in harmony with your ecosystem.
Security is paramount for Vanilla.
Our comprehensive security framework (SOC 2 level 2) includes regular audits, compliance checks, and advanced data protection measures to safeguard your client information and firm’s data integrity.
White-glove support every step of the way
Receive white-glove support from a team that understands the nuances of large enterprises. From initial setup to deep scenario planning, we’re here to help assist every step of the way.
