Betterment Advisor Solutions, an all-in-one custodian for modern RIAs, 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.