The solution provided by Vanilla gives estate planning services at scale to clients – an important service for advisors seeking cost-effective options.

Betterment Advisor Solutions, a custodian for RIAs, has announced a new partnership with Vanilla, the estate planning solution for advisors, Betterment said this week. 

Through this partnership, advisors who custody assets with Betterment will have “special access” to the Vanilla platform. 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," Alison Considine, director of strategy and operations at Betterment Advisor Solutions, said. "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."

The partnership will provide both product education and estate planning best practices for Betterment Advisor Solutions customers. Advisors will gain access to webinars and workshops that give insights from Vanilla's team of experts.