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Discourse

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Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is Vanilla?

Vanilla serves as a comprehensive, AI-powered platform designed for estate planning, addressing the needs of financial advisors, estate planners, and legal experts alike. It streamlines the advisory journey, beginning with an effective client intake through the Estate Health Check, followed by collaborative onboarding and the extraction of essential documents. The process reaches its peak with the development, visualization, and modeling of versatile estate plans. Users can effortlessly generate legal documents on demand, including wills, trusts, powers of attorney, and healthcare directives, either via an intuitive questionnaire or with legal assistance. The platform intelligently extracts crucial data from uploaded files, generating interactive visuals such as estate diagrams, balance sheets, tax forecasts, beneficiary summaries, family trees, and waterfall charts. Moreover, its advanced scenario planning capabilities encompass ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, enabling users to assess various strategies over time and refine their estate plans effectively. This multifaceted tool not only simplifies the planning process but also equips users with the insights needed to make well-informed choices about their clients' legacies, ultimately enhancing the quality of service provided to clients.

What is Discourse?

Free open-source forum software enables you to create searchable discussions with your customers, loyal supporters, and colleagues. It allows for the development of a self-service resource hub that includes answers to common queries, thought-provoking ideas, and important conversations. Thanks to our automated trust system, every member of the community can help nurture constructive discussions. You can customize the design to match your style, integrate with your favorite services, and cultivate the community you desire, all while boosting user interaction. This platform not only enhances communication but also empowers users to actively participate and share their insights.

Media

Media

Integrations Supported

Integrations Supported

Adobe Analytics
Aritic Desk
Aritic Mail
Aritic Swarm
Bitbucket
Brightcove
Discord
ElectroNeek
Fibery
Flockport
GitHub
Instagram
Integrately
Leo
Mattermost
Netdata
Threado
WordPress
Zulip
crowd.dev

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

$100 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Vanilla

Date Founded

2019

Company Location

United States

Company Website

www.justvanilla.com

Company Facts

Organization Name

Discourse

Date Founded

2013

Company Location

USA

Company Website

www.discourse.org

Categories and Features

Estate Planning

Not specified

Wealth Management

Not specified

Categories and Features

Community

Content Moderation
Discussions / Forums
Member Directory

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