Vanilla
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.
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PortfolioMetrics
PortfolioMetrics is a web-based platform that helps you analyze and improve your investment strategy.
With just a few inputs, you can simulate how a portfolio would have performed historically, compare it to benchmarks, and run deeper simulations like Monte Carlo forecasts.
Whether you're a private investor, a financial advisor, or a content creator, PortfolioMetrics gives you the tools to evaluate risk and performance, optimize asset allocation, and create shareable insights.
The platform supports:
- Historical backtests based on real market data
- Strategy comparison and benchmarking
- Key metrics like CAGR, drawdowns, and Sharpe ratio
- Advanced tools like Monte Carlo
- Export options (PDF, CSV) and public sharing links
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Zen Longevity360
Zen Health is a healthtech enterprise pioneering longevity-as-a-service for the modern healthcare sector. Its flagship platform, Zen Longevity360, equips clinical providers and wellness practices to deliver structured, AI-assisted, 12-month biomarker-driven preventative care programs under their own brand.
Zen Longevity360 by Zen Health is a comprehensive, clinically supervised healthspan and longevity platform tailored for modern healthcare providers. Operating on a B2B2C white-label model, Zen Longevity360 allows clinics to deliver structured 12-month care journeys—including GLP-1 weight management, bio-hacking, and hormone replacement therapy—under their own brand.
The platform translates diagnostic lab panels and biometric trends into actionable Biological Age scores and systemic risk indices. Using a strictly governed human-in-the-loop AI engine, Zen Longevity360 drafts personalized medication titration, supplement stacks, and lifestyle interventions.
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AdvisoryAI
Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.
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