Yourefolio
Yourefolio provides estate and legacy planning software that helps financial advisors guide clients through organizing, protecting and distributing their assets.
As the platform evolved, Yourefolio needed a technology partner to improve continuity across the existing software, automate advisor and client workflows, enhance the planning experience and create a scalable framework for customized private-label deployments.
Yourefolio's platform had evolved through contributions from multiple independent developers, creating challenges around continuity, maintainability and future development. At the same time, advisors were spending significant time gathering client information and guiding clients through activities that presented opportunities for automation and self-service.
Yourefolio also needed the flexibility to provide customized versions of its platform to different organizations and advisor groups without developing and maintaining entirely separate software products for every implementation.
Creative Faze conducted a comprehensive review of the existing platform, functionality and user workflows to identify opportunities for automation, improve usability and establish a stronger foundation for continued development.
We enhanced the existing software with automated estate planning workflows, interactive planning tools, reporting capabilities and a flexible private-label framework that allows the core platform to support customized implementations for different organizations.
Key Capabilities
- Automated Estate Planning Workflows - Digital questionnaires and forms allow clients to provide information directly, reducing advisor involvement and supporting more efficient onboarding.
- Interactive Estate Visualization - Visual asset-mapping tools help advisors demonstrate how assets may be distributed among beneficiaries and make complex estate structures easier for clients to understand.
- Private-Label Platform Framework - Customized deployments support organization-specific branding, interfaces, workflows and functionality while leveraging the core Yourefolio platform.
- Automated Reporting - One-click PDF generation creates professionally formatted Estate Plan Overview reports, reducing manual report preparation and simplifying information sharing.
- Digital Legacy & Client Engagement - Interactive features extend the platform beyond traditional planning and provide clients with additional ways to organize and preserve important information.
The enhanced platform reduced administrative effort, increased client self-service and created more efficient estate planning and onboarding workflows. Advisors gained tools that simplify complex planning conversations, while Yourefolio gained a more scalable framework for delivering customized solutions to different organizations.
Key outcomes included:
- Reduced advisor administrative effort
- Faster client onboarding
- Increased client self-service
- Improved estate planning visibility and understanding
- Scalable private-label deployments
- A stronger foundation for continued automation and platform innovation
Hear directly from our client about their experience working with Creative Faze and the impact of our work together.
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