Investment News
Mar 12, 2024
Tech provider Vanilla unveils estate planning scenarios tool
Estate planning technology firm Vanilla is looking to shake up the wealth landscape with a new planning visualization tool. The platform’s latest offering, Vanilla Scenarios, seeks to modernize how advisors, wealth planners, and estate lawyers plan and optimize their clients’ estate strategies.
[…]
Read more: Tech provider Vanilla unveils estate planning scenarios tool
[Leo Almazora, Investment News]
Published: Mar 12, 2024
Holistic wealth management starts here
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.