Vanilla announced a new partnership with Carson Group that will bring its estate planning platform to more than 600 advisors across Carson’s national network.
Vanilla said the partnership represents another step in its expansion across the independent advisory industry as more wealth management firms look to integrate estate planning into broader financial planning services.
Carson Group manages more than $58 billion in assets under management and serves over 60,000 client families through a network of more than 165 partner offices nationwide.
Through the partnership, Carson advisors will gain access to Vanilla’s estate planning platform, which supports a range of use cases from document creation for simpler estate plans to advanced scenario modeling for high-net-worth and ultra-high-net-worth clients. The platform is designed to keep estate planning integrated with a client’s broader financial strategy and ongoing advisor relationship.
Vanilla said its technology is already used by firms including Osaic, Cetera, Mariner Wealth Advisors, and Vanguard.
KEY QUOTES:
“Estate planning is one of the most meaningful services an advisor can offer, and one of the most underleveraged. This partnership puts Vanilla in the hands of Carson’s network so their advisors can go deeper with clients, strengthen those relationships, and deliver the kind of comprehensive planning that actually changes lives.”
Gene Farrell, CEO, Vanilla
