Vanilla vs Wealth.com
Only facts from each vendor's own pages. Integrations both list: Addepar, Black Diamond, Orion, Salesforce, eMoney.
Vanilla | Wealth.com | |
|---|---|---|
| What it does | Estate planning software for advisors: AI-built estate summaries, document creation and scenario modeling. ↗ justvanilla.com | Estate and tax planning in one AI platform: generates documents, analyzes returns and models strategies. ↗ wealth.com |
| Pricing | No public pricing found on the vendor pages we checked (demo/quote). ↗ justvanilla.com | Not published ('Inquire for Pricing'). ↗ wealth.com/pricing |
| Integrations | Salesforce, Orion, Black Diamond, Addepar, eMoney | Salesforce, Wealthbox, Redtail, Advyzon, eMoney, Orion, Addepar, Black Diamond, Schwab |
| Security claims | Says it has completed four consecutive SOC 2 Type II audits with zero findings; AES-256, SSO and MFA mentioned on integrations page | SOC 2 Type II; Data encrypted at rest and in transit, stored in the U.S. |
| Our take | Has a pricing page, but we found no dollar amounts on it. | Advyzon sync is confirmed on https://www.wealth.com/integrations/. |
| Visit Vanilla | Visit Wealth.com |
We don't declare a winner without evidence. Pick based on your CRM, budget and your CCO's view of the security claims.