CityWire

Oct 19, 2023

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Vanilla unveils AI estate planning tools for advisors

Estate planning software provider Vanilla on Thursday revealed the launch of a suite of artificial intelligence (AI)-powered resources, which the company says will save advisors time when navigating potentially complicated estate issues.

 

The new tools, the company says, will use AI to assess family structures and tax implications, both to provide more well rounded planning strategies and to produce graphics to help clients better understand their situation.

 

‘We’re proud to introduce comprehensive, tech-forward solutions that make it easy for wealth planners and advisors to deliver proactive planning advice to clients at enterprise scale,’ stated Gene Farrell, Vanilla’s chief executive. ‘We anticipate that these tools will be particularly impactful in helping to develop plans for high-net-worth clients, accelerating and simplifying what has traditionally been a complex process.’

 

Vanilla boasts serving major firms in the wealth management space, including Vanguard, Mariner Wealth Advisors, Avantax and Balentine, and has made integrations with performance reporting software giants Orion and Addepar.

 

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Read the full article here: Vanilla unveils AI estate planning tools for advisors

[Payton Guion, CityWire]