My Financial Advisor by
What comes with My Advisor by Blueleaf?
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Simple, easy-to-use interface
Beautifully designed graphs and tables help clients see their full financial picture and answer their top questions.
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Branded for your firm
Extend your brand beyond your office doors with options like adding your logo, photo, and preferred color scheme.
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Cost-effective
Mobile by Blueleaf comes free with your Blueleaf subscription, giving you access to a modern and easy-to-use app at no additional charge.
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Enhanced client service
Make it easy for clients to view balances, see performance details, and communicate with you. Simple for them means higher retention for you
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Reinforce your value
Now your firm can go anywhere your clients go, ensuring your value always stays at their fingertips.
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Easy implementation
While you focus on what you do best, we’ll focus on making sure your app is customized and up-and-running quickly.
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In-app scheduling
Provide clients with a convenient way to schedule time with you while avoiding the back-and-forth emails.
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Modern client messaging
Stay in touch with your clients with automated push notifications and customized messaging.
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coming soon!
Available standalone
Beautifully designed graphs and tables help clients see their full financial picture and answer their top questions.
Unique support a mobile app needs
Supporting a mobile app has unique considerations and our experts are ready to make the process effortless for you and your clients.
Branding and setup
From getting your logo and color choices setup to dialing in your client communication options our support team will set you up to succeed.
Onboarding Clients
Our onboarding team will help you and your clients navigate the app stores and set up your mobile accounts via specialized email templates and client materials to get your clients using your app in no time.
Ongoing technical support for clients
As clients change devices the mobile landscape itself evolves our team will be right there to answer your clients questions and sort out any challenges.
Included with Blueleaf FREE
Make client experience your firm’s differentiator
My Advisor by Blueleaf is a simple, client app – branded to your business – that wraps our advanced client portal technology in an easy-to-use mobile-friendly way, without costing a small fortune or weeks of implementation.