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Yourefolio

Yourefolio

Overview

What is Yourefolio?

The Yourefolio platform provides an experience for estate planners, equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists…

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Recent Reviews

YourEfolio

8 out of 10
February 03, 2023
Incentivized
Yourefolio is basically what we use in our company for providing distinct advantages for the clients. Where they provide many useful tools …
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Pricing

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Yourefolio Grow

$99

Cloud
per month

Yourefolio Practice

$179

Cloud
per month

Private Label and Enterprise Licensing

Custom

Cloud

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://yourefolio.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $99 per month
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Product Details

What is Yourefolio?

The Yourefolio platform provides an experience for estate planners, equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them.

Prospect and Client Engagement Tools
  • Stress Test Estate Plans
  • Estate Organizer
  • Client Estate Portal
  • Crisis Care
  • Mobile Application
  • Interactive Onboarding Module
  • Legacy Planning Module
  • Beneficiary Engagement Tool
  • Partner Integrations
  • Unlimited Access
  • Unlimited Prospect and Clients
  • Resource Center for Articles and Marketing Campaigns

Beyond the entry tier plan, Yourefolio expands to become a full law practice management software platform if desired, with enterprise level features (e.g. role access, custom integrations, etc.).

Yourefolio Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(1)

Reviews

(1-1 of 1)
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February 03, 2023

YourEfolio

Verified User
Employee in Information Technology
Computer Software Company, 201-500 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
Yourefolio is basically what we use in our company for providing distinct advantages for the clients. Where they provide many useful tools such as many important functionalities. This also provides a platform where can do legacy planning as per requirement and as per we want the folio to show things to the clients.
Pros and Cons
  • Net worth
  • instruction
  • documents
  • NA
  • NA
  • NA
Likelihood to Recommend
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.
Most Important Features
  • Application
  • Policies
  • Documents
Return on Investment
  • NA
  • NA
  • NA
Alternatives Considered
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.
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