Choose a license that best fits your business needs.
Contact the Heritage Strategies LLC Sales Team at
440-385-7207 or info@yourefolio.com
Individual License
$1,295 Per License/Year
or choose our monthly option $124/Month
• No charge for clients of estate planning professionals
• No charge for administrative assistants
• Unlimited clients
• Unlimited storage
• Unlimited access
• All features
• All future features and maintenance
• Significant discount pricing from our partner organizations*
Multiple/Enterprise Licensing
Please Call/Email For Pricing
• All of the options for individual licenses +
• Private labelling
• Integrations of systems
• Segregation of databases
*Please contact partner organizations for contracted pricing discounts