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Average Ratings 0 Ratings

Total
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Description

Open-source forum software available at no cost allows you to facilitate searchable conversations with your customers, dedicated fans, and team members. You can establish a self-service resource center that houses frequently asked questions, intriguing concepts, and valuable discussions. With our automated trust mechanism, the entire community can contribute to fostering meaningful dialogue. Tailor the appearance to suit your preferences, connect with your preferred services, and build the community you envision while enhancing user engagement.

Description

Vanilla is an all-encompassing, AI-driven platform for estate planning that caters to financial advisors, estate planners, and legal professionals. It enhances the entire advisory process, starting from efficient client intake with the Estate Health Check, continuing through collaborative onboarding and document abstraction, and culminating in the creation, visualization, and modeling of dynamic estate plans. The platform offers the ability to generate legal documents on demand—such as wills, trusts, powers of attorney, and healthcare directives—either through a user-friendly questionnaire or with the assistance of an attorney. Additionally, it extracts vital information from uploaded documents and produces interactive visuals, including estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall charts. Users benefit from advanced scenario planning features, which include ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, allowing them to evaluate different strategies over time and optimize their estate plans effectively. This comprehensive tool not only simplifies the planning process but also empowers users to make informed decisions regarding their clients' futures.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Aritic Swarm Yes 
Axis LMS Yes 
Bitbucket Yes 
Bitergia Analytics Yes 
Brightcove Yes 
Dataddo Yes 
Discord Yes 
Facebook Yes 
Google Ads Yes 
Google Analytics Yes 
Instagram Yes 
LinkedIn Yes 
Mermaid Chart Yes 
SearchUnify Yes 
Sprinklr Yes 
Zapier Yes 
Zendesk Yes 
Zulip Yes 
crowd.dev Yes 
n8n Yes 

Integrations

Aritic Swarm No 
Axis LMS No 
Bitbucket No 
Bitergia Analytics No 
Brightcove No 
Dataddo No 
Discord No 
Facebook No 
Google Ads No 
Google Analytics No 
Instagram No 
LinkedIn No 
Mermaid Chart No 
SearchUnify No 
Sprinklr No 
Zapier No 
Zendesk No 
Zulip No 
crowd.dev No 
n8n No 

Pricing Details

$100 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Discourse

Founded

2013

Country

USA

Website

www.discourse.org

Vendor Details

Company Name

Vanilla

Founded

2019

Country

United States

Website

www.justvanilla.com

Product Features

Community

Content Management No 
Content Moderation Yes 
Discussions / Forums Yes 
Event Management No 
Group Management No 
Ideation / Crowdsourcing No 
Member Directory Yes 
Membership Management No 
Social Media Management No 
Website Management No 
White Label No 

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