Tag: WealthManagementcom

Vanilla Awarded Technology Disruptor in WealthManagement.com Industry Awards 2020

NEW YORK, Sept. 21, 2020 /PRNewswire-PRWeb/ — On September 10, 2020, Vanilla was presented with an award from the 6th WealthManagement.com Industry Awards under the category “Disruptors: Technology.”

The WealthMangement.com Industry Awards recognizes companies that make an exceptional impact in the world of financial advisors. Companies who make a true difference in the day-to-day success of financial advisors. This year, more than 200 companies were nominated across 73 different categories. Companies ranging Carson Group, Fidelity Investments, Morning Star Inc, and more, competing in categories like Asset Managers, Disruptors, Family Offices, Individual RIA Firm Leaders, Technology Providers, and more. See the full list of finalists and categories here, https://wealthiescircle.com/.

Vanilla was announced the winner in the category “Disruptors: Technology” for creating a new standard in estate planning technology. Vanilla’s platform helps advisors provide new value to their clients by proactively managing their estate planning, from visualizations of their current

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