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Wealth Utilities

Yourefolio

Comprehensive estate planning solutions for financial advisors.

"Yourefolio is a specialized estate planning solution designed to help financial advisors create comprehensive estate plans for their clients. It provides tools for modeling different scenarios, managing complex assets, and ensuring seamless wealth transfer, enabling RIAs to offer sophisticated estate planning services."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #324 in Wealth Utilities
Validated Adoption
9 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Estate document generation
Client data vault
Collaboration tools
Trust and estate planning
Tax-aware planning

Primary Use Cases

Creating comprehensive estate plans for clients
Generating reports for client meetings on estate planning matters
Streamlining the estate planning process for advisors
Integrating with financial planning platforms

Agentic Intelligence Briefing

"Yourefolio is an estate planning platform that helps financial advisors create and manage client estate plans efficiently."

Real-time Forensic Synthesis

Competitive Strengths

Specialized estate planning focus
Client-friendly interface
Integrates with other financial planning tools (potentially, based on website mentions)
Report generation capabilities

Adoption Hazards

Limited information on pricing and integration details
Niche focus might not be suitable for all RIAs
Website lacks detailed feature explanations
Requires in-depth knowledge of estate planning

Stack Compatibility Profile

How Yourefolio integrates into institutional RIA stacks.

9 Firms Analyzed
Nitrogen Wealth
67%
Stack Correlation
Riskalyze Online
67%
Stack Correlation
NDEX
56%
Stack Correlation
MCO
56%
Stack Correlation
ROL
56%
Stack Correlation
Morningstar Office
56%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to expand estate planning services.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Wealthbox Planning
2RightCapital (with estate planning module)
3eMoney Advisor (with advanced planning module)

Value Proposition

"Yourefolio empowers RIAs to deliver specialized estate planning services to their clients, solidifying client relationships and expanding their service offerings."

Vendor Dossier

Yourefolio logoY
Yourefolio
yourefolio.com
Corporate Portal

Audit Your RIA Stack

See how Yourefolio fits into your overall tech efficiency score.

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