Product
Advisors can invite their clients to here to view their estate documents and net worth.
What is Client Portal?
This retirement account allows tax-free withdrawals in retirement if certain conditions are met.
What is a Roth IRA?
This court process validates your will, appoints your executor, and oversees asset distribution.
What is probate?
This financial planning software is widely used by RIAs and is owned by Fidelity.
What is eMoney?
Based on a client profile, this feature allows the user to simulate moving assets outside the taxable estate.
What are scenarios?
This type of financial professional is legally required to act in a client’s best interest at all times.
What is a fiduciary?
These designations on accounts like IRAs and life insurance pass assets outside the will and probate.
What are beneficiary designations?
This tax planning software was founded in 2019 by advisors for advisors.
What is Holistaplan?
This feature allows users to click on green stars to see where in the documents VAI surfaced the information.
What is Source Tracking.
This regulatory body oversees Registered Investment Advisors (RIAs) at the federal level.
What is the SEC?
This phrase (Latin for “by the branch”) means a deceased beneficiary’s children take that beneficiary’s share.
What is per stirpes?
This CRM platform is the most widely used system among RIAs and was built on Salesforce.
What is Redtail?
This feature was recently updated to allow users to rearrange order of distribution.
What is Estate Diagram?
This SEC filing document must be completed by RIAs and includes details about services, fees, conflicts of interest, and disciplinary history.
What is Form ADV?
At death, appreciated assets in a taxable estate typically get this adjustment to cost basis.
What is a step-up in basis?
Founded in 2022, this advisor-focused AI note-taking tool automatically syncs meeting summaries, tasks, and follow-ups into CRMs.
What is Zocks?
This feature allows users to pick and choose which documents to summarize.
What is Estate Summary?
This Asian financial hub is widely considered the leading private wealth center in Asia, often competing with Hong Kong.
What is Singapore?
The estate-tax feature allowing a surviving spouse to use the deceased spouse’s unused exclusion via a timely election on the estate tax return.
What is portability?
This Los Angeles–based custodian has raised hundreds of millions in venture funding and is known for targeting smaller RIAs and breakaway advisors.
What is Altruist?