List of Yourefolio Advanced Planning Customers
Westlake, 44145, OH,
United States
Since 2010, our global team of researchers has been studying Yourefolio Advanced Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Yourefolio Advanced Planning for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Yourefolio Advanced Planning for Portfolio and Investment Performance and Planning include: Orion, a United States based Banking and Financial Services organisation with 1300 employees and revenues of $310.0 million, Inter Vivos, a United States based Professional Services organisation with 60 employees and revenues of $10.0 million, Brentmark Software, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Yourefolio Advanced Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Yourefolio Advanced Planning customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Brentmark Software | Professional Services | 10 | $1M | United States | Yourefolio Enterprises | Yourefolio Advanced Planning | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020, Brentmark Software integrated its estate and retirement planning calculations via single sign-on into Yourefolio Advanced Planning to provide advisors in the United States with more accurate tax and estate calculations. The implementation places Yourefolio Advanced Planning squarely within the Portfolio and Investment Performance and Planning category and centers Brentmark calculation logic inside advisor-facing planning workflows.
The integration exposed Brentmark's estate and retirement calculation capabilities into Yourefolio Advanced Planning's illustration workflow, pairing Brentmark calculations with Yourefolio's Flowwhiz illustrations for client presentation output. Authentication was handled through single sign-on to preserve advisor session continuity and enable calculation routines to be invoked directly from the illustration module.
Operational scope targeted US-based financial advisors using Yourefolio Advanced Planning, with the integration impacting finance and estate-planning analysis and client-facing illustration workflows. Functional capabilities implemented included estate and retirement calculation logic, tax and estate scenario modeling, and composition of Flowwhiz illustrations for client-facing materials.
Governance and workflow changes centralized estate calculation within Yourefolio Advanced Planning so advisors accessed consolidated tax and estate outputs inside illustration sessions, improving consistency of finance and estate-planning analysis. The vendor stated the pairing of Brentmark calculations with Flowwhiz illustrations produced improved client presentations.
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Inter Vivos | Professional Services | 60 | $10M | United States | Yourefolio Enterprises | Yourefolio Advanced Planning | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Inter Vivos implemented Yourefolio Advanced Planning to connect estate planning attorneys with financial advisors across the United States. The Yourefolio Advanced Planning deployment maps to the Portfolio and Investment Performance and Planning category and was positioned to support legal and estate planning workflows while enabling virtual attorney consultations and electronic notarization.
The implementation focused on core modules for attorney collaboration, document management, virtual consultation scheduling, and electronic notarization, with inferred use of review and advisor access controls based on the partnership announcement. Configuration concentrated on secure document workflows and role based access for advisors and attorneys to enable attorney reviews inline with estate planning processes.
Operational coverage centered on Inter Vivos legal teams and the financial advisors they serve in the United States, embedding Yourefolio Advanced Planning into advisor-facing review and consultation workflows. Governance adjustments emphasized centralized document review processes and controlled advisor access to attorney feedback, streamlining interactions between advisors and attorneys within the platform.
Outcomes explicitly stated in the partnership include enabled virtual attorney consultations and electronic notarization, and improved advisor access to attorney reviews, supporting more direct attorney involvement in estate planning engagements. The deployment therefore links Yourefolio Advanced Planning, Portfolio and Investment Performance and Planning functionality, and Inter Vivos legal workflows to create a coordinated advisor to attorney review path.
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Orion | Banking and Financial Services | 1300 | $310M | United States | Yourefolio Enterprises | Yourefolio Advanced Planning | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019, Orion integrated Orion Advisor Services with Yourefolio Advanced Planning to enable RIAs in the United States to ingest account and household records into a consolidated planning environment. The integration focused on pulling assets, registrations, and balances into Yourefolio Advanced Planning to support downstream estate and legacy planning workflows.
Yourefolio Advanced Planning, positioned in the Portfolio and Investment Performance and Planning category, was configured to leverage Yourefolio data-import and advanced planning capabilities for estate scenario modeling and legacy distribution mapping. Functional capabilities implemented included household consolidation, account-to-registration mapping, and planning workspaces for estate documents and legacy scenarios.
The integration established a direct data flow from Orion Advisor Services into Yourefolio Advanced Planning, synchronizing account and household data to maintain up to date client records within planning models. Operational coverage targeted registered investment advisors across the United States and tied portfolio and wealth management data into financial planning processes used by advisor teams.
Governance centered on using the synchronized account and household dataset to standardize planning intake and to accelerate case creation for estate and legacy planning, aligning portfolio data with planning outputs. The stated outcome of the implementation was streamlined estate and legacy planning, with the integration explicitly supporting portfolio/wealth-management and financial planning workflows.
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