Choose a license that best fits your business needs.



Contact the Yourefolio™ Sales Team at

440-252-4952 or info@yourefolio.com



Individual License

$1,295 Per License/Year

or choose our monthly option $124/Month

• No charge for clients of estate planning professionals


• No charge for administrative assistants


• Unlimited clients


• Unlimited storage


• Unlimited access


• All features


• All future features and maintenance


• Significant discount pricing from our partner organizations*

Request Information



Multiple/Enterprise Licensing

Please Call/Email For Pricing

 

• All of the options for individual licenses +


• Private labelling


• Integrations of systems


• Segregation of databases

Request Information


*Please contact partner organizations for contracted pricing discounts