Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Subscribe to the most powerful platform available for NGO Monitoring and Evaluation, Operational Management and Data collection. Manage and centralize databases of beneficiaries to avoid data clutter. Manage data on programs and services, and link them to beneficiaries. This eliminates fragmentation of programs. By providing mobile apps for data collection, you can improve the efficiency of field operations. Access to customized dashboards allows for data analysis, detecting patterns and trends and improving decision-making. Automate reporting and share it with different stakeholders in real-time. Tahaki pro allows you to manage your beneficiary and household databases with dynamic tools and a structure that is easy-to-use. Designing advanced database structures for beneficiaries using simple tools. Create unique identifier for beneficiaries.
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
Integrations
No details available.
Integrations
No details available.
Pricing Details
$167 per month
Free Trial
No
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
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Tahaki Pro
Founded
2001
Country
Lebanon
Website
tahakipro.com
Vendor Details
Company Name
Vanilla
Founded
2019
Country
United States
Website
www.justvanilla.com
Product Features
Nonprofit
Accounting
No
Committee Management
Yes
Donor Management
No
Dues Management
No
Event Management
Yes
Fundraising Management
No
Member Database
Yes
Membership Management
Yes
Social Media Management
No
Volunteer Management
Yes