Orion Practice Management System vs. Yourefolio

Entering billing time is a breeze. It is also easy to keep up with all billing through the Time Manager screen in conjunction with Fee Entry. It works great as a calendar, with the ability to designate entries as tasks, events and other topics. The calendar program synchs with Outlook, no need to enter deadlines in two separate programs. It is a breeze to run conflict checks and the Smart Timers Management option is very user friendly.

Incentivized

Yourefolio is well suited there, where we/the client can view the important documents, instructions, policies, net worth e.t.c. It also gives great service with developing the application and providing the services with the same. Where they provide many useful tools such as many important functionalities. This is a great platform.

Incentivized

• Billing
• Synchs well with other programs
• Contains massive contact list
• Keeps up with client payments by user

Incentivized

• When multiple users utilize the program, it can sometimes slow down
• Doesn't always synch with other programs
• Occasionally a little bit difficult to perform a search

Incentivized

Yourefolio has an advantage that we use in our company for providing different advantages for the clients. This also provides a platform where can do legacy planning as per requirement and as per we want the folio to show things. These are all the things we selected the Yourefolio for a better experience.

Incentivized

• Provides accurate billing information for submission to clients for payments
• Ability to run financial reports
• Contact database is ongoing with new entries and updated information

Incentivized