The most trusted name in estate planning
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.
Altruist is the AI-forward wealth platform and custodian built for independent advisors, bringing account opening, trading, portfolio management, billing, and reporting together in one place.
FP Alpha is an AI native planning platform designed to enhance advisor capabilities across tax, estate, and insurance planning through a combination of AI-driven document analysis and structured planning outputs. Rather than functioning as a document creation tool, FP Alpha acts as an analysis and insights engine, enabling advisors to extract, interpret, and take action on information contained within client financial and estate documents.
The platform is built around a document-first workflow. Advisors upload client materials, such as estate documents, tax returns, and insurance policies, and FP Alpha leverages a combination of proprietary artificial intelligence and human review to generate structured summaries, insights, and planning opportunities. This approach allows advisors to significantly reduce manual review time while improving the depth and consistency of planning recommendations.
Over 70 attorneys, CPAs, and CFPs have trained the platform’s AI across 16 planning disciplines. FP Alpha’s tax return extraction achieves 99.8% accuracy, far above the 60–93% range common to general-purpose LLMs. The estate platform has the highest reading accuracy on the market.
FP Alpha is typically used alongside other core systems such as financial planning tools and estate document providers, complementing rather than replacing those solutions within the broader wealth management ecosystem.
JIFFYAI helps wealth management firms unify data, uplift experiences, and unlock capacity through AI-powered solutions and Agentic AI capabilities designed for RIAs, Broker-Dealers, Family Offices, and Banks & Trusts.
JIFFYAI — Unify Data. Uplift Experiences. Unlock Capacity.
Zocks is the AI Assistant for financial advisors. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. Learn more and start a free trial at zocks.io.