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1-10 employees
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Computer Software
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30400 Detroit Ave., Ste. 305, Westlake, Ohio 44145, US
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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
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Yourefolio Email Formats | Example Email Formats | Percentage |
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{first} | [email protected] |
100%
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The widely used Yourefolio email format is {first} (e.g. [email protected]) with 100% adoption across the company.
To contact Yourefolio customer service number in your country click here to find.
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