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Yourefolio™ and InterActive Legal Announce Partnership and Integration of Platforms

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Digital Assets… Do They Really Matter in Estate Plans?

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The Latest In Financial Advisor #FinTech (August 2018)

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Leveraging Yourefolio for The Next Generation of Wealth

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Technology Is an Enabler, Not a Replacement, for Financial Advice

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Financial Advisors, It’s Time to Embrace Technology

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Fintech Aims to Digitize Estate Planning

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What’s New From Yourefolio | 2018 Fintech Update

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What's Trending In Estate Planning Software

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How Will Artificial Intelligence Affect the Estate Planning Profession?

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