TrustRadius

Yourefolio

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Yourefolio
Score 8.0 out of 10
N/A
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.
$99
per month
Pricing
Yourefolio
Editions & Modules
Yourefolio Grow
$99
per month
Yourefolio Practice
$179
per month
Private Label and Enterprise Licensing
Custom
Offerings
Pricing Offerings
Yourefolio
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details—
More Pricing Information
User Ratings
Yourefolio
Likelihood to Recommend
8.0
(0 ratings)
User Testimonials
Yourefolio
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.
Verified User
Anonymous
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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.
Verified User
Anonymous
Read full review
ScreenShots