Our Story Back

Choose a license that best fits your
business needs

Billed monthly with annual commitment
Professional License
$129 / Month
  • No charge for the clients of the planner
    • Unlimited clients
  • Unlimited storage and file size
    • Unlimited access
    • Partner integrations
    • Professional forum
  • Onboarding and Legacy Planning tools
    • Estate tax calculators
    • Stress test module
  • Beneficiary engagement module
    • Plan Design Summary
    • Estate Plan Summaries
Professional License
$159 / Month
  • Includes all Features of STANDARD LICENSE
  • Flowwhiz Estate Planning Flowcharting
  • Aggregation through Plaid
Enterprise/Multiple Licenses
Call For Pricing
(set up fee applicable)
  • Segregated database and subdomain set up
    • White labelled (not co-branded)
    • Customization options
  • 2 administrative licenses per professional included at no charge
  • Ability to set roles and permissions of users
    • Custom integrations
    • All features and modules
Please contact partner organization for contracted pricing discounts

Need more information

Sometimes we need a little more information regarding how much of an impact
Yourefolio can make on your business.

Used and loved by the world's best companies