Yourefolio
Computer Software, Detroit Ave, Westlake, , 44145, Ohio, 30400, United States, 1-10 Employees
Phone Number: +14*********
Who is YOUREFOLIO
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, or...
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Headquarters: 30400 Detroit Ave, Westlake, Ohio, 44145, United States
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Date Founded: 2014
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Computer Software
SIC Code: 7371
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Frequently Asked Questions Regarding Yourefolio
Answer: Yourefolio's headquarters are located at Detroit Ave, Westlake, , 44145, Ohio, 30400, United States
Answer: Yourefolio's phone number is +14*********
Answer: Yourefolio's official website is https://yourefolio.com
Answer: Yourefolio's revenue is Under $1 Million
Answer: Yourefolio's SIC: 7371
Answer: Yourefolio has 1-10 employees
Answer: Yourefolio is in Computer Software
Answer: Yourefolio contact info: Phone number: +14********* Website: https://yourefolio.com
Answer: 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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