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Description

Propertybook NYC stands as the premier platform for real estate data in New York City. As a top-tier research tool, it offers unparalleled data to industry professionals, enabling them to make swift and informed decisions. We meticulously monitor every property, condominium, and cooperative in NYC, guaranteeing that our clients receive the most precise and current property and sales information. Our innovative stackable map layers enhance research capabilities, providing immediate geospatial insights that are essential for effective analysis. Real estate professionals—including appraisers, brokers, developers, investors, property owners, lenders, and attorneys—rely on Propertybook to guide their decision-making processes with confidence. By leveraging our comprehensive data, clients can navigate the complexities of the NYC real estate market with greater ease and accuracy.

Description

Vanilla is an all-encompassing, AI-driven platform for estate planning that caters to financial advisors, estate planners, and legal professionals. It enhances the entire advisory process, starting from efficient client intake with the Estate Health Check, continuing through collaborative onboarding and document abstraction, and culminating in the creation, visualization, and modeling of dynamic estate plans. The platform offers the ability to generate legal documents on demand—such as wills, trusts, powers of attorney, and healthcare directives—either through a user-friendly questionnaire or with the assistance of an attorney. Additionally, it extracts vital information from uploaded documents and produces interactive visuals, including estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall charts. Users benefit from advanced scenario planning features, which include ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, allowing them to evaluate different strategies over time and optimize their estate plans effectively. This comprehensive tool not only simplifies the planning process but also empowers users to make informed decisions regarding their clients' futures.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$75/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Propertybook

Founded

2016

Country

United States

Website

propertybook.nyc

Vendor Details

Company Name

Vanilla

Founded

2019

Country

United States

Website

www.justvanilla.com

Alternatives

Alternatives

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