Vanilla B2B Case Studies & Customer Successes

Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning.

Case Studies

Showing 20 Vanilla Customer Success Stories

AdvicePeriod strengthens client relationships with Vanilla

AdvicePeriod

How Brett Nelson, CFP® at AdvicePeriod Deepens Relationships With New and Existing Clients Using Vanilla

AdvicePeriod

Brett Nelson

Certified Financial Planner

Balentine deepens client relationships and wins new wealth management clients with Vanilla

Balentine

How Vanilla helps David Eltringham at Benchmark Wealth Management Simplify the Estate Planning Experience

Benchmark Wealth Management

David Eltringham

Managing Director

BOK Financial streamlines trust reviews and saves hours with Vanilla

BOK Financial

Capital Advisors increases estate reviews by 300% with Vanilla

Capital Advisors

Coastal Bridge Advisors scales estate planning and deepens client trust with Vanilla

Coastal Bridge Advisors

Dogwood Wealth Management scales personalized estate planning with Vanilla

Dogwood Wealth Management

E-Wealth Partners helps entrepreneurs visualize estate strategies with Vanilla

E-Wealth Partners

FMB Wealth Management delivers clearer estate planning and greater client value with Vanilla

FMB Wealth Management

How Vanilla’s Estate Reports help Allen Gibson, CFP® Win New Clients and Grow His Business

Gibson Wealth Advisors

Allen Gibson

President and Chief Compliance Officer

Intelligent Capitalworks scales complex estate plan reviews with Vanilla

Intelligent Capitalworks

Mariner Wealth Advisors achieves 5.2x higher revenue growth with Vanilla

Mariner Wealth Advisors

Robertson Stephens accelerates estate planning and boosts client engagement with Vanilla

Robertson Stephens

How Tyler Gray, CFP®, AIF®, CKA® at SageOak Financial Uses Vanilla to Provide a Scalable Estate Planning Process for All of His Clients

SageOak Financial

Tyler Gray

Founder and Senior Advisor

True North Advisors Scales Estate Planning with Vanilla

True North Advisors

Here is how Vern Cushenbery, CFA®, CFP® at Two West Advisors Retained Referrals and Grew His Business With Vanilla

Two West Advisors

Vern Cushenbury

Chief Investment Officer

Verdence Capital Advisors advances secure, client-ready estate planning with Vanilla

Verdence Capital Advisors

Wealthspire Advisors transforms estate planning with Vanilla

Wealthspire Advisors

Wealthstone Private Wealth Management strengthens estate planning and uncovers tax savings with Vanilla

Wealthstone Private Wealth Management

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