Our Story Back

A Complete Customized Solution for all your Needs

Flexibility to meet your needs

Yourefolio’s Enterprise systems create flexible options to meet the specific needs of your organization. We understand that companies work in unique ways. We allow you to designed the platform for the specific estate and legacy planning needs of your business. It is truly the only software that allows you to customize based on your needs.

Branded, not “Co-branded”

Yourefolio’s Enterprise sites provide a unique feel for your client's experience. When we design your site, we remove all reminders that it is powered by Yourefolio. Your clients will believe that this is your software. They will believe you designed it; you programmed it and made it available for their experience. 

We do all the work

Let our staff help you along the way. From programming, design, data input and support, we can assist you with anything you may need.  Need help with data input?  Let our Concierge Service do all the heavy lifting.  Yourefolio can help you achieve your goals with as minimal effort as possible.

The ultimate client experience

Parlay our software with your expertise to create the perfect client experience. Yourefolio is the platform created by professionals to help you design a unique experience. With our system, your clients will clearly understand their complexities and estate plan.  The days of Excel spreadsheets and Power Point presentations are over, this is the future of estate planning.