Grantd gives advisors a single source of truth for client equity: grants, vesting schedules, tax exposure, and concentration risk in one clear view. Talk to our team about bringing it to your practice.
Book a demoIssue grants, automate vesting, and give every client a clear view of what they own — all from one source of truth.
Every grant, class, and schedule for a household in a single view you can open mid-meeting.
Schedules, cliffs, and expirations track themselves, so nothing lapses unnoticed.
Compare exercise timing and AMT exposure before you recommend a move.
Dashboards and summaries you can share with clients without rebuilding a spreadsheet.
Vanilla brings the estate and wealth-transfer plan into focus. Grantd does the same for equity. Used together, advisors can see how a client's concentrated stock position moves through the plan — what vests, what it costs to exercise, and what transfers — without stitching the picture together by hand.
Book a demoEquity detail from Grantd lines up with the estate plan you present in Vanilla.
Both platforms are designed around client conversations, not data entry.
Vanilla clients get direct onboarding and advisor training from the Grantd team.
“At OpenArc, we utilize Grantd’s platform to analyze, monitor, and model what-if scenarios so clients can better understand the economic implications of different strategies.”
Reach out to our team anytime, we’re here to support you and your clients.
We’d love to hear from you. Reach out to our team for questions, demos, or support.
