Unlock new opportunities with estate planning
Betterment Advisor Solutions is partnering with Vanilla to offer exclusive, free access to their powerful estate planning tools.
Don’t miss our upcoming webinar to learn how Vanilla’s AI-enabled platform can help you attract new clients, strengthen multigenerational relationships, enhance your long term growth, and deliver even more value.
Non-client. Co-founder is an investor in Betterment. Views may not be representative. See G2 reviews.
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Why estate planning matters, and how it can help you unlock greater potential as an advisor -
A guided tour of Vanilla and its unique features, like action-branded questionnaires, flow-charts, and an AI-assisted platform -
How advisors who use Betterment can get started with Vanilla and access exclusive perks
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Michael Schwoerer
Head of Partnerships at Vanilla
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Patrick Carlson
Product Counsel at Vanilla
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Alison Considine
Head of Strategy & Business Development at Betterment Advisor Solutions
Advisors who use Betterment get special access to Vanilla for free, including:
- Estate Health Check data gathering and prospecting tool that highlights specific next steps curated to each client's needs
- Document Creation with access to 3 free estate planning packages
- AI Estate Summaries for clients with existing estate plans