Estate planning software tour
Client Profile Deliver differentiated advice with a comprehensive view of your clients’ estate now and into the future.
Document Builder Offer clients on-demand estate plans and more through a modern, intuitive software experience.
Vanilla Reports Easily build custom reports that combines the client profile with educational materials, all in your firm’s branding.
Estate Builder with V/AI Leverage the combination of AI and powerful automation to transform existing plans into modern visuals.
Vanilla Product Tour
Discover Vanilla at your own pace.
At Mariner Wealth Advisors, we believe every client deserves ongoing estate planning advice, and Vanilla helps our advisors develop the core skills that they need to have the right estate planning conversations with their clients.
SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning
