External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Estate planning software helping advisors illustrate, organize, and present clients' estate plans.
Description
Yourefolio provides estate planning software that helps financial advisors gather estate details, illustrate current and proposed plans, and present wealth transfer strategies to deepen client estate planning conversations.
Integrations
YourEFolio has 8 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Andes Wealth Level 3
- Black Diamond Level 3
- Redtail Level 3
- Salesforce Level 4
- Schwab Advisor Center Level 3
- Wealthbox Level 3
- Zapier Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, HTTPS
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary
Developer sandbox URL
No
