Case Study: True North Advisors Scales Estate Planning with Vanilla

True North Advisors cuts estate document review from hours to minutes with Vanilla

True North Advisors, a wealth management firm overseeing approximately $5.6 billion in assets for ultra-high-net-worth clients, faced a challenge in scaling its estate planning services. Manually reviewing complex documents and creating flowcharts was extremely time-consuming, limiting the number of clients who could receive in-depth estate reviews. The firm needed a scalable solution to improve efficiency and maintain high compliance standards, leading them to the Vanilla platform.

By implementing Vanilla, True North Advisors achieved significant results. The solution automated the analysis of estate documents, reducing review and summary times from hours to minutes. This efficiency gain allowed planners to prepare for more impactful client conversations and expand services across their client base. Vanilla also enabled faster training of new associates and delivered standardization firm-wide, creating capacity for the team to serve more clients thoroughly.

True North Advisors