Product Description

About this Product

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Yourefolio is Estate and Legacy Planning software for advisors:
  • Simple, yet comprehensive estate and legacy planning software
  • Request collaborating attorneys to produce and deliver documents through the platform
  • Deliverables that go beyond the documents

About Yourefolio

Yourefolio was the product of a financial advisor who was tired of referring estate planning to outside attorneys. To remain in control of the process and add planning to a suite of services, Yourefolio is the only estate and legacy planning software for advisors. Wealth transfer is facilitated through estate planning, Yourefolio provides the opportunity to connect to the next generation, prospect using estate planning and provide an invaluable service to clients create a less intrusive referral for business growth.

Product Details

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Category

Financial Planning
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Integration Capabilities

Daily Data Files
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Serving RIAs Since

2016
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Discount for Schwab Clients?

Yes

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.