Case Study: Intelligent Capitalworks scales complex estate plan reviews with Vanilla

Intelligent Capitalworks scales estate plan reviews for HNW clients with Vanilla

Intelligent Capitalworks, a wealth management firm, faced the challenge of efficiently reviewing and explaining complex estate plans for their high net worth clients at scale. They needed a way to help clients visualize and comprehend these intricate plans to facilitate ongoing legacy conversations. To address this, they implemented the Vanilla platform.

Vanilla provided the solution by enabling Intelligent Capitalworks to scale its estate planning workflows and create clear, client-facing visualizations. This made the process more efficient for their advisors while simultaneously improving client understanding and engagement. The firm found Vanilla's features, scope, quality, and economics to be compelling, using it to remove barriers to client comprehension and to continually evolve legacy plans.

Intelligent Capitalworks