Yourefolio is designed with innovative tools and modules to help professionals with all aspects of estate and legacy planning within their practice. Never leave the software to engage, prepare, plan, execute, illustrate, connect, review, administer and settle any type of clients estate.
Integration Points:
- Use your Orion credentials within Yourefolio to access your book of business.
- Orion provides Yourefolio relevant Household and Account level data via an automated data export.
- A Single Sign-on Yourefolio App in Orion Connect.
