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All-in-one Wealth Management Platform

Deliver exceptionally for your clients.
Reporting – Billing – Rebalancing – Practice management
& High-engagement client experiences

Learn More

For Advisors Who
Love Their Clients

Deliver exceptionally for your clients.
Reporting – Billing – Rebalancing – Practice management
& High-engagement client experiences

Learn More

And Want Clients To Love Them Back

Deliver exceptionally for your clients.
Reporting – Billing – Rebalancing – Practice management
& High-engagement client experiences

Learn More

Blueleaf works with everyone you do

Blueleaf is approved by and integrated with a wide variety of custodians, broker-dealers and other financial institutions that you work with.

The above are some of the many institutions we work with. Contact us to see if we work with your institution.

The Blueleaf Advantage

Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market.

  • Reporting

    Intuitive, powerful reporting and alerting for your business, your clients and you.

    HIGHLIGHTS
    • Mobile, Web, Messaging, .PDF Reports
    • Beautiful, customizable and branded
    • Cross-practice Business intelligence
    • Up to 90% monthly client engagement

  • Billing

    Manage the complexity of wealth management billing with a Rexible and easy-to-manage billing system.

    HIGHLIGHTS
    • Automated invoice delivery
    • Flexible billing options
    • Customizable invoices

  • Rebalancing

    Simplify operations with a beautifully-designed rebalancing tool built on top of a market-leading engine.

    HIGHLIGHTS
    • Household or Account-level
    • Drift dashboard & Alerts
    • Sophisticated modeling

  • Client Experience & Engagement

    A client experience that measurably engages all of your clients every month with a beautiful experience that drives client satisfaction and referral growth.

    HIGHLIGHTS
    • Web Portal
    • Document vault
    • Mobile Application
    • Automated report delivery
    • Automated Messaging

Blueleaf is incredibly easy for clients to use and access all of their financial information. We have had an overwhelmingly positive response from our clients who have tried it

Elise Lentini Life Insurance Planner

When I first looked at Blueleaf I couldn’t understand the reasoning for the weekly update. I was classically trained on the quarterly review and statement process. Anything more was unwieldy and confusing to the client. Was I wrong. The weekly update is the function that more of our clients comment on as compared to everything else we do for them. Makes the client base ‘stickier’. Brilliant research and execution.

Bob Rubin Founder and President

“I switched to Blueleaf after trying other performance reporting software such as Morningstar and Advent. What I love about Blueleaf is its simplicity. It completely removes the need to reconcile client positions.”

Tim Smith President

“My clients love Blueleaf because it delivers timely information. I have found it to be one of the best client-facing platforms on the market.”

Rob Costello Founder

Get started with Blueleaf today

See it in action