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Yourefolio Reviews, Pricing, Features & Alternatives in 2026

Yourefolio is a portfolio management platform that allows financial advisors to showcase clients’ investments and financial plans with elegant, interactive digital portfolios, enhancing communication and transparency.

Portfolio Management Software Financial Planning Software Client Reporting Software Wealth Management Software
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Founded • United States • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is Yourefolio?

Portfolio Management Software

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Yourefolio?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

Overall Rating

0.0
Based on 0 reviews

Ratings Breakdown

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1 ★
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Secondary Ratings

Ease of Use
0.0
Value for Money
0.0
Customer Support
0.0
Functionality
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