Vanilla
Modern estate planning for advisors and their clients.
"Vanilla provides a collaborative estate planning platform designed for financial advisors and their clients. It centralizes estate planning documents, visualizes complex structures, and facilitates collaboration with attorneys and other professionals. RIAs use Vanilla to streamline estate planning, enhance client engagement, and identify opportunities for wealth transfer strategies."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Vanilla simplifies and modernizes estate planning for financial advisors, improving client engagement and plan management."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Vanilla integrates into institutional RIA stacks.
Alternative Peer Landscapes
Avante
Healthcare and Medicare planning, simplified.
Bloomberg Tax (BNA)
Expert tax planning and compliance solutions for RIAs.
Capitaliz
Accurate business valuation for informed financial planning.
Carefull
Protecting client finances and family peace of mind.
CFS
Expert education planning solutions for financial advisors.
Covet
Empowering RIAs to deliver exceptional legacy planning.