Everplans vs Yourefolio
Everplans
everplans.comYourefolio
yourefolio.comSide by side
| Figure | Everplans | Yourefolio |
|---|---|---|
| Price from | $8.33/mo | $107.92/mo |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 3 |
| Spec score · Estate Planning Software | 9.1 (#1) | 7.0 (#23) |
| Integration | A Redtail CRM integration used the Redtail API to import advisor client rosters into Everplans Professional. | Yourefolio says users can sync client data in real time from Redtail into the platform. |
| Intended users | Everplans describes its service as helping individuals and families organize household and life information, and also offers a business solution for financial advisors. | The FAQ identifies attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions among its professional users. |
Plans
Yourefolio
- Individual License (monthly option)$124 a month
- Individual License$1,295 a year
- Multiple/Enterprise LicensingPriced on request
In their own words
Everplans
Everplans helps people organize, store, and securely share important information, documents, and personal decisions. Its planning system guides users through bite-size tasks, and the free plan includes algorithm-led guidance, a content library, and storage for up to three items. Premium costs $99.99 a year and adds unlimited items, premium content, specialized checklists, and secure sharing with trusted people called Deputies. Everplans says it sends reminders and alerts about important dates. The service is available on the web and iOS. The iOS app supports Face ID or Touch ID, contact imports, document uploads, and scanning key information from IDs. Premium users can import basic financial account details through Plaid, but balances are not imported and some institutions or accounts are unsupported. Everplans describes encryption for stored data and communications, says it is HIPAA compliant, and has undergone a SOC 2 Type II examination. It also offers a web-based professional service for financial advisors and states that it is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm.
Yourefolio
Yourefolio has no write-up on Specifiction yet; its figures are above.