Grow and retain AUM with estate planning software for financial advisors
- “Wow” prospective clients and increase win rates
- Deepen relationships and retain clients across generations
- Expand share-of-wallet with visibility into every asset
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The #1 estate planning software for financial advisors
A new era for estate planning, supercharged with AI
Estate planning is no longer just a luxury–it’s a necessity when delivering holistic financial advice. Vanilla’s next generation software makes estate planning easy for every client.
The most trusted name in estate planning
“Vanilla has been a terrific partner. It’s easy for our advisors to use, plus the time savings and increased accuracy is just wonderful.”
JEFF LIPPENS,
PRESIDENT & CIO
PRESIDENT & CIO
Backed by Industry-Leading Expertise
16,000+
Estates Modeled
40,000+
Documents Abstracted
180+
Years of In-House Expertise
Holistic wealth management starts here
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