Wealthbox + Yourefolio

Modern CRM integrated with innovative estate planning.

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Overview

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. The integration with Wealthbox allows users to easily transfer client data from Wealthbox to Yourefolio’s estate planning software.

Import Wealthbox clients into Yourefolio with the click of a button.

Resources

Recorded webinar

Estate & Legacy Planning + CRM: A Webinar on the Integration of Wealthbox & Yourefolio

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Scott Huff
“Wealthbox’s intuitive design combined with Yourefolio’s robust estate and legacy planning capabilities is a powerful integration.”

Scott Huff, CEO of Yourefolio

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