Case Study: Capital Advisors increases estate reviews by 300% with Vanilla

Capital Advisors increases estate reviews by 300% with Vanilla

Capital Advisors, a mid-size RIA with over $6B in AUM, faced a challenge scaling its high-touch estate advisory services. Increased client demand created a bottleneck, with manually generated estate reviews taking up to 3-4 weeks to produce using spreadsheets and slide decks. The firm turned to Vanilla and its Estate Builder product to help solve this problem.

By implementing Vanilla's solution, the planning team reduced the time needed to input client information for a review by approximately two-thirds. The vendor's dynamic visualizations and calculations replaced manual processes, enabling Capital Advisors to increase its production of estate reviews by 300%. This efficiency gain allowed the firm to scale its key differentiating service without sacrificing quality, while also using Vanilla's tools as a powerful prospecting asset to win new business.

Capital Advisors