Osaic is proud to announce a strategic partnership with two cutting-edge estate planning platforms – Wealth.com and Vanilla – now available to our financial advisors at an exclusive discounted rate.

These AI-powered platforms offer robust estate planning capabilities, including intelligent document summaries, dynamic visualizations, and streamlined estate planning document creation by clients. Advisors can now deliver deeper insights and more personalized planning experiences to their clients with greater efficiency.

These partnerships mark the latest advancement in Osaic’s ongoing commitment to empowering advisors with innovative AI solutions that drive productivity, growth, and flexibility, while offering the freedom to choose the tools that best fit their practice.

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