Yourefolio
Legal Solutions · Ohio, United States · 1-10 Employees
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Overview
Headquarters
30400 Detroit Rd Ste 305, Westlake, Ohio...Phone Number
(440) 252-4952Website
www.yourefolio.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Yourefolio
Yourefolio Enterprises LLC offers estate planning software designed specifically for professionals, including attorneys and advisors. Their platform facilitates advanced planning, enabling users to streamline the estate planning process. The company targets legal professionals who require efficient tools for managing client estate plans. Yourefolio aims to enhance the capabilities of attorneys and advisors in providing comprehensive estate planning services.Explore more
Yourefolio Org Chart
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Activity Insights
Yourefolio is experiencing very low activity levels compared to other companies in the Software sector.
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Yourefolio is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Yourefolio.
Yourefolio Tech Stack
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Yourefolio News & Media
Yourefolio™ Creates Insurance Exchange and Partnership with One Resource Group
Yourefolio™ and One Resource Group create expanded insurance resources for Estate Planners (PRWeb October 05, 2020) Read the full story at https://www.prweb.com/releases/yourefolio_creates_insurance_exchange_and_partnership_with_one_resource_group/prweb17433014.htmYourefolio™ Partners with Brentmark Inc.’s Estate Planning Tools Providing Advanced Planning Calculations
Yourefolio™ creates Single-Sign-On with Brentmark's Estate Planning Tools (PRWeb October 01, 2020) Read the full story at https://www.prweb.com/releases/yourefolio_partners_with_brentmark_inc_s_estate_planning_tools_providing_advanced_planning_calculations/prweb17432963.htmYourefolio™ Announces Integration with SS&C's Black Diamond® Wealth Platform
Working Together – Yourefolio and SS&C’s Black Diamond Wealth Platform (PRWeb August 28, 2020) Read the full story at https://www.prweb.com/releases/yourefolio_announces_integration_with_ss_c_s_black_diamond_wealth_platform/prweb17353618.htmYourefolio™ Releases Estate Planning Lead Generation Tool
Yourefolio creates the first of its kind, Organize Your Estate consumer module (PRWeb July 20, 2020) Read the full story at https://www.prweb.com/releases/yourefolio_releases_estate_planning_lead_generation_tool/prweb17263737.htm
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Yourefolio Enterprises LLC offers estate planning software designed specifically for professionals, including attorneys and advisors. Their platform facilitates advanced planning, enabling users to streamline the estate planning process. The company targets legal professionals who require efficient tools for managing client estate plans. Yourefolio... Read More
