Get started with Wealthbox + Yourefolio
Modern CRM integrated with innovative estate planning.
Modern CRM integrated with innovative estate planning.
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
“Wealthbox's intuitive design combined with Yourefolio's robust estate and legacy planning capabilities is a powerful integration.”
Scott Huff
CEO of Yourefolio
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
