External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Family offices
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Estate planning software helping advisors visualize, build, and monitor clients' estate plans.
Description
Vanilla provides estate planning software that helps financial advisors visualize clients' estate structures, model strategies, and generate documents, embedding estate planning into ongoing wealth management.
Integrations
Vanilla has 5 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Black Diamond Level 3
- Orion Advisor Services Level 2
- Salesforce Level 3
- Schwab Advisor Center Level 1
- Wordpress Level 3
- Zapier Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal features
Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides code samples in one language
Developer sandbox URL
No
