"Planning beyond someone's lifetime can be perplexing,"
CLEVELAND (PRWEB) August 28, 2020
Yourefolio™, a leader in estate and legacy planning software, today announced an integration with SS&C Advent's Black Diamond® Wealth Platform to enhance an advisor's estate and legacy planning experience.
"We are excited to release this integration with SS&C's Black Diamond," said Scott Huff, CEO of Yourefolio. "We understand the importance of effective integrations and this one will provide tremendous help to those RIAs who want to enrich their estate and legacy planning offering."
As registered investment advisors (RIAs) navigate through the pandemic, estate and legacy planning has received heightened focus. The Black Diamond integration allows RIAs who use Yourefolio software to seamlessly onboard clients. A direct data connection from Black Diamond feeding the account and holding information lets advisors focus on building estate and legacy plans for their clients instead of spending time on manual setup processes.
"Planning beyond someone's lifetime can be perplexing," says Justin Wayne, head of partnerships and integrations for Black Diamond at SS&C Advent. "The integration with Yourefolio will help advisors enrich the conversation, and in turn, deepen the relationship with their clients."
RIAs interested in learning more about Yourefolio and the integration with Black Diamond are invited to attend a webinar event on Thursday, September 3, at 2:00 pm ET.
For additional information about Yourefolio's ™ Estate and Legacy Planning software visit http://www.yourefolio.com or email firstname.lastname@example.org.
About SS&C Technologies
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 18,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.
Developed by Investment Advisor Representative Scott Huff and several estate planning attorneys, Yourefolio enhances the client experience throughout the estate and legacy planning process. Yourefolio is a comprehensive estate planning platform. From prospecting and analysis to delivering documents, Yourefolio's platform hosts a suite of tools for any estate and legacy planning need. Yourefolio is the key to the next generation of wealth and the future of estate and legacy planning software. For more information visit, http://www.yourefolio.com.