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YourEfolio
February 03, 2023

YourEfolio

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Yourefolio Practice

Overall Satisfaction with Yourefolio

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.
  • Net worth
  • instruction
  • documents
  • NA
  • NA
  • NA
  • Application
  • Policies
  • Documents
  • NA
  • NA
  • NA
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.

Do you think Yourefolio delivers good value for the price?

Yes

Are you happy with Yourefolio's feature set?

Yes

Did Yourefolio live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Yourefolio go as expected?

I wasn't involved with the implementation phase

Would you buy Yourefolio again?

Yes

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.