Workflow
Holistic Advice
icon
Search documents
Betterment to Bring Vanilla's Estate Planning Tools to RIAs
Yahoo Finance· 2025-09-10 10:00
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Betterment Advisor Solutions, the custodial platform for independent RIAs, has formed a partnership to give advisors special access to Vanilla, the estate planning platform. At no extra charge to advisors on the Betterment platform, advisors can use Vanilla’s Estate Health Check, which surveys clients about their current estate situation, including any life insurance they may have, their net wort ...