Case Study: Wealthspire Advisors transforms estate planning with Vanilla

Wealthspire Advisors streamlines estate planning over 2+ years with Vanilla

Wealthspire Advisors, a financial advisory firm, sought to modernize and enhance its estate planning services for clients. They partnered with the vendor Vanilla to transform their process into a more client-centric and engaging experience, moving beyond traditional methods.

The solution implemented by Vanilla provided tools for deep personalization and real-time visualization of estate plans through features like Vanilla Scenarios. This allowed Wealthspire to tailor advice for entire families and model complex strategies instantly. The results included more efficient and insightful advisor workflows and a significantly more intuitive and empowering experience for their clients, fostering better family alignment and understanding.

Wealthspire Advisors