Vanilla

Vanilla is a company that provides specialized software aimed at simplifying the estate planning process for financial advisors, planners, and attorneys. The software assists users in visualizing, modeling, and creating new estate plans, thereby enhancing client relationships. Vanilla’s features include tools for organizing and visualizing estate plans, strategizing planning opportunities, and generating estate planning documents. Additionally, the company offers a variety of resources to support learning and implementation, such as guides, client materials, webinars, videos, and an extensive knowledge base. Vanilla has been recognized in the industry with several awards, including the WealthTech Americas Best Newcomer/Startup 2023 and the Family Wealth Report Winner for Product Innovation in 2022. The software integrates seamlessly with popular wealth management tools like Addepar, Black Diamond, and Excel. Vanilla also prioritizes security, maintaining SOC2 Type II compliance and implementing robust measures such as cloud architecture, data security, disaster recovery, external security assessments, and stringent access controls.