Vanilla
Vanilla offers estate planning software designed for financial advisors, planners, and attorneys, featuring tools for organizing, visualizing, and creating estate plans, and integrating with wealth management systems.
Services
Vanilla offers estate planning software specifically designed for financial advisors, planners, and attorneys. The software assists users in visualizing, modeling, and creating estate plans. Key features include organizing estate plans, strategizing planning opportunities, and generating estate planning documents. Vanilla's tools aim to simplify the estate planning process and enhance relationships between professionals and their clients.
Products
Vanilla's primary product is estate planning software. This software includes features such as the ability to organize, visualize, and strategize estate plans. Additionally, it offers capabilities for creating legal documents related to estate planning. The software integrates with other wealth management tools like Addepar, Black Diamond, and Excel, ensuring a seamless experience for its users.
Resources
Vanilla provides a variety of resources to assist users in learning about estate planning. These resources include guides, client materials, webinars, videos, and a comprehensive knowledge base. These materials are designed to educate users on how to make the most of Vanilla's software and to understand the complexities of estate planning.
Awards
Vanilla has been recognized with several industry awards. Notably, it was awarded WealthTech Americas Best Newcomer/Startup at the 2023 Industry Awards and the Family Wealth Report Winner in Product Innovation at the 2022 Awards. These accolades highlight Vanilla's innovative approach to estate planning.
Security
Vanilla ensures enterprise-grade security for its users. The company holds SOC2 Type II compliance and implements cloud architecture, robust data security measures, disaster recovery plans, external security assessments, and strict access controls. These measures provide a secure and reliable environment for estate planning professionals to use Vanilla's software.