About

Vanilla offers a software platform that simplifies estate planning for professionals such as advisors, planners, and attorneys. The platform provides tools that help users visualize, model, and create estate plans, making the complex process more manageable. This enables professionals to identify planning gaps and offer comprehensive advice to their clients. Unlike traditional estate planning methods, Vanilla's platform allows for a repeatable process that helps professionals retain assets across generations and attract new clients. The company aims to empower its users to provide essential guidance on managing legacies, and it has received recognition for its contributions to the wealth management and estate planning sectors.

Simplify's Take

What believers are saying

• Recent $35M funding round provides financial stability and resources for innovation.
• Partnership with Vanguard boosts credibility in the ultra-high-net-worth segment.
• Winning the WealthTech Americas award enhances Vanilla's reputation and client attraction.

What critics are saying

• Increased competition from Wealth.com pressures Vanilla to maintain its market position.
• Limited release of eMoney integration may delay full partnership benefits.
• Pershing X's Wove platform could attract Vanilla's target market with comprehensive tools.

What makes Vanilla unique

• Vanilla offers dynamic modeling with Vanilla Scenarios™, enhancing real-time client engagement.
• The platform integrates with eMoney, streamlining data management for financial advisors.
• Vanilla for Attorneys targets legal professionals, expanding market reach and user base.

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