Pricing

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Choose a license that best fits your
business needs

Individual License
$124/Month
($1,488 paid annually)
 
  • No charge for the clients of the estate planner
  • No charge for administrative assistants
  • Unlimited clients
  • Unlimited storage and file size
  • Unlimited access
  • All features, future modules and maintenance
  • Integrations from partners
  • Significant pricing discount from partners*
  • Monthly pricing options from $149 per month
Multiple
Enterprise Licensing
Call or Email For Pricing
 
  • Everything included in Individual License
  • White labelled – not co-branded
  • Language customization
  • Data aggregation
  • Segregation of databases
  • Custom integrations
  • Administration portals
 
*Please contact partner organization for contracted pricing discounts
 

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Yourefolio can make on your business.

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