Three problems: time, error rate, and consistency. Client data flows automatically from your existing systems into Vanilla, which means fewer hours spent on manual entry, fewer transcription mistakes, and consistent data across the tools your team already uses every day.

Most integrations are designed to be live in minutes.

Specifics depend on the partner — talk to your Vanilla rep for the field-level data map. Typical flows can include client demographic information, household relationships, balance sheet data, beneficiary information, and key estate planning structures. The goal: whichever system holds the canonical record, the same data appears in the other without re-entry.

Vanilla is SOC 2 Type II certified, uses AES-256 encryption in transit and at rest, supports SSO and MFA, and maintains audit trails across the platform. Integration partners are evaluated against the same security standards Vanilla applies to its own infrastructure.

Yes. Vanilla is used by enterprise wealth management firms and Fortune 100 banks, and integrations are built with that scale in mind — supporting large books of business, multi-advisor teams, role-based access, and centralized administration.

Matter Family Office, a nationally recognized advisory firm, has publicly described how the Vanilla + eMoney integration streamlined their estate planning workflow — reducing duplicated data entry and freeing up planner hours for higher-value client conversations.

Reach out through the demo or sales request flow. Vanilla’s integration roadmap is shaped by customer feedback, and prospective customers regularly influence which platforms get prioritized next. Existing customers should raise integration requests through their Vanilla account team.