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Vanilla remote work and careers

Making Estate Planning Simple for Financial Advisors

SaaSFintechReal EstateEnterprise
Company overview

About Vanilla

Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors, planners, and estate attorneys can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com.

Purpose

Mission and direction

Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors, planners, and estate attorneys can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate analysis to every client.

How they work

Company values

  • Vanilla is purpose-built by advisors and estate professionals
  • Help wealth management firms deliver a holistic, modern estate planning experience
  • Deliver differentiated advice
  • Expand client relationships
  • Win new business
  • Simplified, scalable estate analysis