We are thrilled to introduce the first fully integrated Estate Advisory Platform. See how Vanilla is completely reshaping how estate planning is done for advisors, attorneys and clients at our live launch event on May 16th at 10 AM PST/ 1 PM EST
AI is going to change the shape of how we do so many things in the future -- including estate planning. Vanilla CTO @amjadh breaks down 4 important ways AI will impact estate planning in the near and long term. https://t.co/27ofHP6k6M https://t.co/DdN5JsNMmr
With the launch of projections, customers can now use @getvanilla to understand how different variables (e.g., rate of return over a period of time) can affect a client’s estate, resulting in richer dialog, and better outcomes. Learn more at https://t.co/uiwfYjQWV7
Curious how Vanilla might add value for your firm? See how FMB Wealth Management was able to use Vanilla to produce exceptionally designed estate plans more efficiently. Read the full customer story: https://t.co/GvW6bYAGmD
@getvanilla is looking for an experienced DevOps/SRE to help us build and scale the product. We’re using best in class cloud technologies to help us deliver customer value. More details at https://t.co/tEZk2KHCsw
Excited to be speaking on a panel about “Digital transformation@work: how it started, how it’s going” . To attend the in person event https://t.co/fUOu1SiLR4
Thinking and planning to take care of the people and causes you care about is something everyone should think about proactively! Learn more at the new Vanilla blog. https://t.co/wE1CDiupzk
Join our webinar and learn to crawl, walk, and run your way into estate planning. You'll get real-world tips from @DogwoodWealth on how to incorporate estate planning into your process -- and the value it can bring. Register today: https://t.co/YQACGBpEpN
New Vanilla blog post that shows how advisors can add even more value during a down market! We’re working hard at reimagining a new modern experience for #estateplanning. Stay tuned, we’ll share more in the coming weeks and months!
It may seem counterintuitive, but in this down market, there's an opportunity for financial advisors to expand their relationships with clients. #financialplanning#estateplanning https://t.co/W8SxozbQTw
We couldn’t be more excited to add Vanguard and Insight Partners as investors in Vanilla’s Series B as we reinvent estate planning. https://t.co/Q3z2B8Qpo8