Sync clients’ accounts and assets to estate profiles in Vanilla for a complete picture of your clients’ family and financial information.

Last updated: 10-23-2023

Create a comprehensive picture of your clients' estates

  • The integration of accounts and assets from Addepar to Vanilla ensures that all data within the estate profile is complete.

Ensure your clients’ estate plans are up-to-date

  • Daily updates from Addepar allow you to continuously see the impact of the living balance sheet on your clients’ estate plans.

Optimize client onboarding

  • Remove layers of manual effort and duplicative data entry by instantly creating Vanilla estate profiles and connecting them to Addepar in a few simple steps.