Vanilla is a leading estate advisory platform providing a comprehensive suite of software tools designed for client engagement, estate planning, analysis, and document creation, all enhanced by artificial intelligence and over 180 years of trust and expertise in tax and estate planning. The platform serves wealth management professionals, helping them deliver tailored wealth strategies and grow their client relationships. Advisors from prominent firms such as Vanguard and Mariner rely on Vanilla to model more than 25,000 client estates, facilitating revenue growth and long-term client engagement. With a commitment to innovation and client-centric solutions, Vanilla plays a pivotal role in transforming the wealth advisory landscape.