Vanilla Approved by Osaic as a Comprehensive Estate Planning Solutions Provider to Over 11,000 Advisors

October 07, 2025 at 09:30 AM EDT

The partnership empowers Osaic's advisor network with cutting-edge estate planning technology to enhance client relationships and drive holistic wealth management

Vanilla, the most trusted modern estate planning platform for financial advisors, today announced a strategic partnership with Osaic, Inc. (Osaic), one of the nation's largest providers of wealth management solutions.

Through this partnership, Osaic's national network of more than 11,000 financial advisors can now access Vanilla's comprehensive estate planning platform to streamline complex processes, create compelling planning scenarios, and deliver more meaningful, results-focused client experiences.

"Estate planning has become essential to comprehensive wealth management, especially as our clients navigate increasingly complex financial landscapes and multi-generational wealth transfer needs," said Joe Gaeckle, Osaic SVP of High Net Worth and Financial Planning Solutions. "Vanilla empowers our advisors with the sophisticated tools and expertise they need to serve as trusted guides for families at every wealth level, including those with intricate estate planning requirements."

With Vanilla, Osaic advisors will be able to:

Leverage Vanilla Scenarios^™ and V/AI^™ to model complex estate planning strategies, summarize plan documents, and visualize outcomes.
Conduct comprehensive client assessments using Estate Health Check, a quick way to gather critical insights about a client's current estate situation.
Empower clients to set up foundational estate planning with high quality trusts and wills using Vanilla Document Builder^™ and access the Vanilla Attorney Network for specialized needs.
Create professional client deliverables and facilitate deeper, more impactful conversations that engage multiple generations and strengthen long-term relationships.

"This partnership represents a significant step forward in delivering comprehensive planning solutions," said Gene Farrell, CEO of Vanilla. "Osaic advisors can now leverage estate planning as a powerful tool to enhance client retention, build deeper trust, and most importantly, help clients achieve greater confidence and clarity in their long-term wealth strategies."

As American families increasingly prioritize estate planning in their financial strategies, the partnership with Vanilla strengthens Osaic's commitment to providing its advisor network with advanced capabilities. This enables advisors to more effectively service their clients, grow their practices, and offer clients a seamless path to protect their wealth, secure their families' futures, and plan with intentionality.

This collaboration advances Vanilla's core mission of enabling more financial advisors to seamlessly integrate estate planning into their service offerings while eliminating traditional barriers of complexity and operational burden.

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.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Osaic’s mission is to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.