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About

Establish seamless dataflows to gather data from multiple sources and business systems. Easily build driver-based models, based on your business, that can evolve as your company grows. Plan for contingencies to grasp the impact of events and decisions – within minutes. Work smoothly as a single team – create and manage work processes. Profitbase Planner gives you the capacity to focus on value creation. Spend less time gathering data and more time analyzing it. Analyze different scenarios, and get a better understanding of the financial impact of conceived situations on liquidity, profit and balance sheet. Get automatic generation of balance and liquidity when running scenario simulations. Return to a previous version at any time to backtrack assumptions. Test your business strategies and scenarios with various assumptions and business drivers.

About

Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and businesses seeking a budgeting and forecasting solution

Audience

Wealth advisors, estate‑planning attorneys, and in‑house planners seeking a solution to create, visualize, model, and deliver estate plans from intake through scenario analysis

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ProfitBase
Founded: 2000
Norway
www.profitbase.com

Company Information

Vanilla
Founded: 2019
United States
www.justvanilla.com

Alternatives

Alternatives

Categories

Categories

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Integrations

No info available.

Integrations

No info available.
Claim ProfitBase and update features and information
Claim ProfitBase and update features and information
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Claim Vanilla and update features and information