InterActive Legal and Yourefolio Announce Alliance Partnership and Release of Integration Between Platforms
Dec 05, 2018 - ICT Monitor Worldwide
(PRWeb) - InterActive Legals best in class document drafting solution and Yourefolios comprehensive estate and legacy planning platform are fully integrated. The integration is now available to estate planning attorneys utilizing InterActive Legals document drafting system.
The integration will allow financial advisors, insurance professionals and CPAs the ability to move client information directly to attorneys who work on estate planning cases with them. The client information will flow ...
Sign up today to gain access to 5 free articles a month from over 200 top subscription outlets.
Are you ready to take your business development to the next level with RelSci Professional?
Nurture your network with daily alerts that notify you when your relationships make news
Map your relationships to any target or prospect to identify a warm introduction
Access unlimited deep dossiers on over 8 million decision makers
Best of all, you can try out all these powerful business development tools absolutely free for 30 days!
Check out News Home to stay on top of the people and organizations you care most about.
