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

Balentine uncovers $20 million in estate tax gaps with Vanilla

Balentine, an employee-owned wealth management firm, sought to deepen client relationships and provide increased value through holistic financial advice, with estate planning playing an essential role. To up-level their delivery of estate planning advice and differentiate their offering for prospective clients, they partnered with Vanilla.

Using the Vanilla platform, Balentine advisors were able to analyze client estates, identify planning gaps, and present findings through intuitive visuals and summaries. This solution enabled them to win new clients by demonstrating significant opportunities for improvement, such as uncovering a prospect's $20 million estate tax liability and liquidity issue. Vanilla proved to be a key differentiator for deepening relationships and providing a complete financial picture.

Balentine