Vanilla, a platform specializing in modern estate planning for financial advisors, has announced a strategic partnership with Osaic, Inc., a prominent provider of wealth management solutions. This collaboration grants Osaic’s national network of over 11,000 financial advisors access to Vanilla’s comprehensive estate planning platform.
The integration is designed to streamline complex processes, facilitate compelling planning scenarios, and enable more meaningful, results-focused client experiences for Osaic advisors. Osaic, a portfolio company of Reverence Capital Partners, supports a significant number of financial professionals across the nation with wealth management strategies.
Joe Gaeckle, Osaic SVP of High Net Worth and Financial Planning Solutions, commented on the development, stating, “Estate planning has become essential to comprehensive wealth management, especially as our clients navigate increasingly complex financial landscapes and multi-generational wealth transfer needs. Vanilla empowers our advisors with the sophisticated tools and expertise they need to serve as trusted guides for families at every wealth level, including those with intricate estate planning requirements.”
Through Vanilla, Osaic advisors will be able to leverage Vanilla Scenarios™ and V/AI™ to model complex estate planning strategies, summarize plan documents, and visualize outcomes. The platform also offers Estate Health Check for conducting comprehensive client assessments and gathering critical insights into a client’s current estate situation. Furthermore, advisors can utilize Vanilla Document Builder™ to help clients establish foundational estate planning documents, such as trusts and wills, and access the Vanilla Attorney Network for specialized legal needs. These capabilities aim to assist advisors in creating professional client deliverables and fostering deeper, more impactful conversations that engage multiple generations and strengthen long-term client relationships.
Gene Farrell, CEO of Vanilla, highlighted the significance of the partnership. “This partnership represents a significant step forward in delivering comprehensive planning solutions,” Farrell said. “Osaic advisors can now leverage estate planning as a powerful tool to enhance client retention, build deeper trust, and most importantly, help clients achieve greater confidence and clarity in their long-term wealth strategies.”
As American families increasingly prioritize estate planning, this partnership is intended to strengthen Osaic’s commitment to equipping its advisor network with advanced capabilities. This enables advisors to more effectively serve clients, grow their practices, and offer a clear path for clients to protect wealth, secure family futures, and plan with intentionality. The collaboration also advances Vanilla’s mission of enabling more financial advisors to integrate estate planning into their service offerings by addressing traditional complexities and operational burdens.
