What’s new with Vanilla: August 2023

Vanilla’s product experts are back with another installment of the What’s New in Vanilla webinar series. Learn about the latest feature releases and enhancements in the Vanilla Estate Advisory platform.

Watch on demand to:

• See how advisors can expedite client onboarding and minimize financial data entry with new upgrades to the Balance Sheet Builder.
• Learn how our new integrations features help save time importing financial information for multiple clients and organize data.
• Hear about upcoming upgrades to the document abstraction process for Wealth and Estate Strategists users in Estate Builder and customizable options in the Vanilla PDF report.