Vanilla
5 minutes

Estate Builder powered by VAI™ (Demo Video)

Submit your information to watch a 5-minute demo of Estate Builder powered by VAI.

Speakers

Robin-Melnick

Robin Melnick

Chief Revenue Officer, Vanilla

Patrick Carlson

Product Counsel, Vanilla

Watch On Demand

Speakers

Robin-Melnick

Robin Melnick

Chief Revenue Officer, Vanilla

Patrick Carlson

Product Counsel, Vanilla

Vanilla Estate Builder transforms the most sophisticated estate plans into simple, easy-to-understand diagrams and interactive visualizations. Submit your information to watch the demo. And if you’re interested in learning more, get in touch.

Holistic wealth management starts here

Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.