Vanilla Launches V/AI Copilot, an Estate Planning Assistant for Advisors
The industry’s first AI-driven estate planning assistant accelerates the planning process, delivering greater value to advisors and their customers
Vanilla, the leader in estate planning software, today announced the launch of V/AI Copilot, an AI-driven assistant that transforms how financial advisors approach estate planning. V/AI Copilot is designed to simplify complex tasks, streamline workflows, and help advisors build stronger client relationships.
Also Read: Role of AI in Cybersecurity: Protecting Digital Assets From Cybercrime
“V/AI Copilot delivers exactly that – speed, clarity, and support in every interaction. We will continue to grow and evolve V/AI Copilot as we continue to work with advisors to create a better estate planning experience.”
Estate planning can often become a complicated and time consuming process, with advisors having to understand nuanced documents, extract key information, and navigate complex scenarios. V/AI Copilot assists advisors, helping distill important information, answer questions, and save time. V/AI Copilot features include:
- Document Summaries: Quickly generate a one-page summary of key provisions, family details, and notable callouts within client documents.
- Document Q&A: Ask Copilot questions about uploaded documents, such as “What happens when the first spouse dies?” or “Summarize this trust for my client.”
- General Assistance: Copilot provides guidance on estate planning concepts, Vanilla’s tools, and strategies for engaging with clients effectively.
“We routinely hear from advisors that they are looking for tools that help them deliver value faster without compromising quality,” said Amjad Hussain, CTO of Vanilla. “V/AI Copilot delivers exactly that – speed, clarity, and support in every interaction. We will continue to grow and evolve V/AI Copilot as we continue to work with advisors to create a better estate planning experience.”
Also Read: AI and Social Media: What Should Social Media Users Understand About Algorithms?
V/AI is built according to Vanilla’s AI principles to be enterprise-ready, secure, and not use client data to train our models. As a part of Vanilla’s long-term AI strategy, V/AI Copilot will continue to evolve with new capabilities to meet the growing demands of advisors and their customers.
[To share your insights with us as part of editorial or sponsored content, please write to psen@itechseries.com]
Comments are closed.