Wavvest vs Vanilla Safe

Wavvest keeps you connected with your investments and financial advisor, giving you the tools to manage your entire financial life in one place. Download the app to track your portfolio, view performance, and access a range of services designed to simplify your finances. • All-in-One Financial Management: View your investments, manage estate planning, insurance, tax preparation, and more — all through a single, intuitive platform. • Personalized Insights and Advice: Access tailored financial insights and a detailed breakdown of your investments, helping you make informed decisions with confidence. • Seamless Integration with Your Advisor: Stay in touch with your financial advisor directly through the app, ensuring you receive personalized support and guidance whenever you need it. Wavvest is available by invitation through your financial advisor. If you’re already set up, download the app and start managing your financial journey today.

When something happens, open the app and know exactly what to do. State-specific, step-by-step guidance walks you through the right actions in the right order: medical emergency, death, or urgent document access. No panic. No waiting for a call back. What's inside your Legacy Safe Key Documents — Wills, trusts, powers of attorney, and healthcare directives, stored securely and accessible to the right family members when needed Key People — Invite and manage your own first-call contacts, family members, and fiduciaries. The right people named and ready before a crisis hits Account Information — Pre-populated from Vanilla where available, or link accounts directly via Plaid. A complete financial picture from day one Take Action — State-specific, step-by-step guidance for any emergency: medical crisis, death, or urgent document access. Guided through exactly what to do and who to call first