Leveraging Vanilla at Garde Capital with President & CIO Jeff Lippens

Garde Capital, Inc., a multi-billion dollar RIA, uses Vanilla to provide an estate planning experience that’s “engaging, not intimidating,” for clients. In this short testimonial, President & CIO Jeff Lippens CFA explains how Vanilla helps their firm deliver “smiles and comfort” to their clients, and why the platform stands out over other vendors.