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Overview
Yourefolio provides a comprehensive platform for estate and legacy planning, helping professionals streamline client engagement and organization. While it currently lacks a dedicated mobile application, the software’s unique tools for visualizing complex plans and fostering beneficiary relationships make it a powerful choice for modernizing an advisory practice.
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Starting Price
Custom
Yourefolio Specifications
Case Management
Document Management
Client Management (CRM)
Document Automation/Assembly
What Is Yourefolio?
Yourefolio is a specialized estate and legacy planning platform designed for financial advisors and attorneys. It provides an end-to-end solution to manage the entire planning lifecycle, from client onboarding to settlement. The platform helps solve common pain points by streamlining information gathering with an avatar-assisted module and enhancing client understanding through unique tools like an estate ‘stress test’. This enables professionals to deliver a more efficient and engaging client experience while simplifying complex wealth transfer processes.
Yourefolio Pricing
The Yourefolio pricing details are as follows:
- Yourefolio Grow - $99/month
- Yourefolio Practice - $179/month
- Private Label and Enterprise Licensing - Custom pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Yourefolio Integrations
Who Is Yourefolio For?
Yourefolio is ideal for a wide range of practitioners across the legal industry, including:
- Financial advisors
- Estate planning attorneys
- Wealth managers
- Certified financial planners
- Insurance professionals
Is Yourefolio Right For You?
The Yourefolio software is an excellent fit for financial advisors and boutique estate planning firms seeking to deepen client relationships by offering a modern, comprehensive planning service. Its standout capability lies in transforming the abstract process of estate planning into a tangible, visual, and collaborative experience for clients and their families. By focusing on advisor-centric workflows and next-generation engagement, it helps secure client retention across generations. The software provides a credible and effective platform to enhance your practice.
Are you still not sure about Yourefolio and need expert advice to make an informed decision? Reach out to us at (661) 384-7070 now.
Yourefolio Features
This feature streamlines the often-tedious process of gathering client information and documents. It utilizes an industry-first avatar-assisted guide that walks clients through each section, making the experience more engaging, efficient, and less intimidating for a comprehensive initial data intake.
Users can engage prospects and clients with a unique tool that simulates real-life scenarios to reveal potential deficiencies in their current estate plan. This feature helps clients visualize the impact of events like death or disability, facilitating more meaningful and productive planning discussions.
The platform includes innovative features designed to connect with the next generation. A gamification module allows beneficiaries to provide input on inheritances in a non-intrusive way, while a digital Family Album helps clients preserve and pass on memories and messages.
Users can visually illustrate complex estate distribution strategies for clients with intuitive drag-and-drop flowcharts. This tool allows professionals to create, modify, and present multiple scenarios side-by-side, ensuring clients and their beneficiaries clearly understand how assets will be transferred.
