Overview

The Yourefolio platform provides an innovative experience for estate planners, their clients and everyone in-between. Equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. The integration with Wealthbox allows users to easily transfer client data from Wealthbox to Yourefolio’s estate planning software.

🔗 Click Here to Watch Estate & Legacy Planning + CRM: A Webinar on the Integration of Wealthbox & Yourefolio

How to Enable the Integration

1. In Yourefolio, go to the upper right > Integration Partners. 
   
   
   

2. Enter your Wealthbox username and password and click "Submit".
   
   
   
   
3. Enter your client's name into the following and click the "Call Wealthbox" button.
   
   
   

Troubleshooting & FAQs

Q: What does the Yourefolio integration with Wealthbox do?
A: The integration allows you to import client data from Wealthbox into Yourefolio with just a few clicks, simplifying the estate planning process by eliminating the need for manual data entry.

Q: How do I import a client from Wealthbox into Yourefolio?
A: After connecting your Wealthbox account in Yourefolio, enter the client’s name and click the “Call Wealthbox” button. You’ll then be able to import the client into Yourefolio with a single click.

Q: What credentials do I need to connect Yourefolio with Wealthbox?
A: You’ll need your Wealthbox username and password to authorize the integration within the Yourefolio platform.