Simplify estate planning by integrating Addepar with Vanilla

See how the integration of Addepar into Vanilla can create a comprehensive picture of your clients’ family and financial information in their estate profile.

Speakers

Blake Rose

Senior Partnerships & Alliances Manager, Addepar

Michael Schwoerer

Director of Business Development, Vanilla

Watch On Demand

Speakers

Blake Rose

Senior Partnerships & Alliances Manager, Addepar

Michael Schwoerer

Director of Business Development, Vanilla

Hear from the teams at Addepar and Vanilla where they’ll discuss how their partnership will bring efficiency to the estate planning process. See how the integration of Addepar into Vanilla can create a comprehensive picture of your clients’ family and financial information in their estate profile.

You’ll learn how to:

Ensure your clients’ estate plans and balance sheets are up-to-date
Save time during the onboarding process
Integrate your Addepar accounts into Vanilla