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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Yourefolio

    Score8 out of 10
    N/AThe 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
    Community Pulse
    Yourefolio
    Considered Both Products
    Yourefolio Enterprises LLC
    Chose Yourefolio
    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 …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    User Ratings
    Yourefolio
    Likelihood to Recommend
    8.0
    (1 ratings)