Betterment Advisor Solutions Launches Partnership with Vanilla to Make Advanced Estate Planning Technology Available to Advisors

NEW YORK, Sept. 10, 2025 /PRNewswire/ -- Betterment Advisor Solutions, an all-in-one custodian for modern RIAs, today announced a new partnership with Vanilla, the modern estate planning solution for advisors. Through this partnership, advisors who custody assets with Betterment Advisor Solutions will have special access to the Vanilla platform in addition to exclusive educational opportunities with Vanilla's team of estate planning experts. Vanilla's tools enable advisors to offer customized estate planning services at scale to clients across all wealth levels.

"Having the right technology in place can make or break an advisory firm, and we want advisors to have the best possible tools at their fingertips to grow their businesses," said Alison Considine, Director of Strategy & Operations at Betterment Advisor Solutions. "That's why we're partnering with Vanilla to offer complementary estate planning tools, making it even easier for advisors to deliver comprehensive, personalized advice."

In addition to accessing the Vanilla platform, the partnership will provide both product education and estate planning best practices for Betterment Advisor Solutions customers. Through exclusive webinars and workshops, advisors using the Betterment platform can leverage insights from Vanilla's team of experts, who collectively have over 180 years of estate planning experience.

"At Vanilla, we understand that holistic advice is the future of wealth management, and estate planning sits at the center of clients' financial lives," said Gene Farrell, CEO of Vanilla. "Firms can't afford to shy away from estate planning anymore, and we're excited that this partnership empowers advisors to build stronger, longer-lasting client relationships through estate planning."

As wealth holders increasingly opt for advisors who offer comprehensive financial planning services, technology that enables advisors to understand and manage the complete financial picture will lead the way into the next era of wealth management.

To learn more about the partnership, advisors can go to betterment.com/advisors/vanilla.

About Betterment Advisor Solutions

Betterment Advisor Solutions is an all-in-one custodial platform for independent RIAs. We empower advisors to manage their book with flexible, robust portfolio management software, automated back office tools, and comprehensive advisor support. From model management to customizable billing and multi-channel client solutions across cash, investing, and 401(k)s, Betterment Advisor Solutions helps firms streamline operations and scale efficiently without sacrificing control.

Media contact:
Sarah Tremallo
[email protected]

About Vanilla

Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic financial advice. Learn more at www.justvanilla.com.

Media contact: [email protected]

SOURCE Betterment