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Vanilla Elevates Estate Planning with AI Chat, Client Collaboration, and Powerful Documents

Published: January 24, 2024

Vanilla, a leading provider of innovative estate planning software, today announced new additions to its platform, including VAI Chat, Collaborative Onboarding, and the expanded availability of Vanilla Document Builder™.

Source: azorobotics.com

Related Topics:

Gene FarrellLaura ThomsonjanHealth Care DirectivesCollaborative OnboardingVanilla Document BuilderVanilla EstateDocument BuilderRevocable TrustPour Over WillsFinancial Power

Wealth Tech Awards 2023: Winners' profiles

Published: June 9, 2023

   

Source: pwmnet.com

Related Topics:

United StatesFrance GeneralUnited KingdomGuillermo VeigaAnoop ManoharYapi KrediSandra WirfsJulius BaerLuna VazSteve FradkinSatheesh KrishnamurthyDalya KohenJune YongCasey FranzWang YanrongSonjoy PhukanMonte CarloRui CoimbraVictor AllendeAshley StewartLombard OdierLyndon SubroyenParibas FortisPhil WatsonAmy Yang