Vanilla (@getvanilla) 's Twitter Profile
Vanilla

@getvanilla

Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanning

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linkhttps://www.justvanilla.com/ calendar_today16-10-2019 00:05:42

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Vanilla
@getvanilla

3 months ago

How is technology rewriting the rules of estate planning, and what does it mean for advisors? Steve Lockshin joined Craig Iskowitz on WealthTech Today to discuss everything from AI-powered document analysis to what the next 5 years hold for the industry. hubs.li/Q03Bz2j50