Fintech

Yourefolio™, the leader in estate and legacy planning software, has partnered with Brentmark, Inc. to provide advanced planning calculations through the Yourefolio™ platform. Brentmark, Inc. the leader in advanced planning calculations for estate, retirement, and charitable planning, provides tools for highly accurate calculations, visual reports, and a solid understanding of many tax decisions that High Net Worth clients face when planning for the transfer of their estate.

We have all heard the term, “API” and some of us actually know what the acronym stands for.  It is a term that every professional learns when using technology.  API’s are supposed to make everyone’s life easy, moving data from one system to another with the click of a button.  When everything works perfectly, it is one of the most beautiful aspects of technology.