Webinar Registration

Showcase of Financial Advisor Technology

Tuesday, April 8, 2025 at 1:00 PM ET

This webinar will showcase demonstrations of innovative technologies, including AI, that are enhancing the tech stack of financial planners.

One of the technologies that will be introduced is Vanilla, a leading-edge estate planning software program used by firms like Vanguard, Mariner, and Hightower trust Vanilla to model 16,000+ client estates, grow revenue, and expand relationships for generations to come.

Other technologies that will be presented on this webinar ll include ones that use Artificial Intelligence ("AI").

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