04/25/2023
11:00 am PST
30 minutes
What’s new with Vanilla: April 2023
In this on-demand webinar our product experts dive into Basic Projections and PDF enhancements.
Speakers
Jennifer Brooks
Head of Product Marketing, Vanilla
Matthew Lane
Senior Product Manager, Vanilla
Brett Davis
Senior Product Manager
Watch On Demand
Speakers
Jennifer Brooks
Head of Product Marketing, Vanilla
Matthew Lane
Senior Product Manager, Vanilla
Brett Davis
Senior Product Manager
Today, advisors use Vanilla to deepen client relationships, increase share of wallet and win new clients. Learn the latest innovations and product announcements on the Vanilla Estate Advisory Platform as of April 25, 2023.
Our product experts will provide a deep dive into:
- How advisors can show their clients simple projections of their estate to help make informed planning decisions about future scenarios
- The new redesigned PDF estate report which enables advisors to show up with their clients in a whole new way