The Yourefolio platform provides an innovative experience for estate planners, their clients and everyone in-between. 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. Estate planning has never been easier.
What's Inside:
• Client On-boarding – prospect new clients and on-board their data with Interactive Estate and Legacy Planning Modules
• Task Management System – communicate with other professionals and family members for collaborative planning
• Plan Design Summary – a unique summary of the entire estate plan that is easy to understand, no matter how complex
• Client Access – grant clients 24/7 access to their estate and legacy plan
• Other Features:
* Document Storage (including the capability for other professionals and clients to upload documents)
* Algorithms that analyze data, identify deficiencies and notify you when item(s) need reviewed
* Drop-n-Drag Flowcharts for illustrating different scenarios
* Calculators for determining tax liability, future estate values and current net worth
* A Family Album for clients to store and share photos, videos and stories
* NEW – Onboard existing clients with our Redtail Technologies and TD Ameritrade integrations
* NEW – Genealogy Tree
Company Details
- Employees
- 4
- Founded
- -
- Address
- 30400 Detroit Ave.,
- Phone
- (216)503-0865
- su****@****lio.com
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- yourefolio.com
- Keywords
- Financial Planning, Estate Planning, Legacy Planning, Software as a Service, Life Planning.
- HQ
- Westlake, Ohio
Yourefolio Questions
Yourefolio's helpline number is (216)503-0865
Yourefolio's website is yourefolio.com
Yourefolio's LinkedIn profile is https://www.linkedin.com/company/yourefolio
Yourefolio has
4 employees.
View email and phone details for 4
employees at Yourefolio.
Yourefolio's industry is
Software Development
Yourefolio's top competitors are
Wastebits - Waste Software & Sustainability Services,
Fp Alpha,
Prismm,
Brentmark, Inc.,
Helen's Plan,
Assurant Labs,
Legacyshield,
Shaker International (Is Now Modern Hire),
Everplans,
Secondsole.
Yourefolio's support email address is support@yourefolio.com
Yourefolio's categories are Software Development
Yourefolio's founding year is 2014
