Visualize the true power of estate planning
Easily create estate documents, visualize plans, and do what-if scenario analysis – all with the power of AI.
Built for experts and novices alike
Quickly and easily offer every client trusts, POAs, and more — all developed by top practicing estate attorneys.
Use AI to build branded, visual reports that drive more impactful client meetings.
Scenario plan in real -time to show clients how different planning strategies can save taxes or meet legacy goals.
The leading all-in-one estate planning software for advisors
Vanilla makes every stage of the estate planning journey simple, for you and your clients, whatever their level of wealth.
Jacobi’s technology for the portfolio proposal and review process better aligns existing and hypothetical portfolios with client objectives. With Jacobi’s Portfolio Builder application, users can easily configure the technology to support the management of internal product, organizational processes and client reporting requirements.
