EstateView vs Yourefolio
EstateView
estateview.comYourefolio
yourefolio.comSide by side
| Figure | EstateView | Yourefolio |
|---|---|---|
| Price from | $41.67/mo | $107.92/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 2 | 3 |
| Spec score · Estate Planning Software | 8.1 (#8) | 7.0 (#23) |
| Headquarters | Clearwater, Florida, United States | Westlake, Ohio, United States |
| Integration | The About page lists DecisionVault as an integration. | Yourefolio says users can sync client data in real time from Redtail into the platform. |
| Intended users | The platform is built for financial advisors, estate planning attorneys and CPAs. | The FAQ identifies attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions among its professional users. |
| Purpose | EstateView models estate planning strategies against a client estate and generates client-ready presentations, letters and PowerPoints. | Yourefolio is estate and legacy planning software for estate planning professionals. |
| Security | EstateView says it completed a SOC 2 Type II examination and makes the report available on request. | The Advanced Planning security page says user input travels over SSL/TLS and database data is logically segregated by account access rules. |
Plans
Yourefolio
- Individual License (monthly option)$124 a month
- Individual License$1,295 a year
- Multiple/Enterprise LicensingPriced on request
In their own words
EstateView
EstateView has no write-up on Specifiction yet; its figures are above.
Yourefolio
Yourefolio has no write-up on Specifiction yet; its figures are above.