What’s New From Yourefolio | 2018 Fintech Update

We met with Scott Huff, CEO of Yourefolio, to update financial advisers on what's new with Yourefolio including the addition of stress testing for estate planning to view the level of stress beneficiaries would incur in the event of an estate transition. Visit Yourefolio online at http://www.yourefolio.com

 

Our 2018 fintech update coverage is sponsored by Envestnet | Tamarac.

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Shot on location at the 2018 TD Ameritrade Institutional National LINC Conference in Orlando, FL. Check out the list of gear we use to shoot these videos while on the road: https://www.amazon.com/shop/billwinte...