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The Complete Wealth Management Platform

High-engagement Client Experiences Plus Reporting – Billing – Rebalancing
For Firms Seeking Growth & Exceptional Delivery For Clients

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For Advisors Who
Love Their Clients

High-engagement Client Experiences Plus Reporting – Billing – Rebalancing
For Firms Seeking Growth & Exceptional Delivery For Clients

Learn More

And Want Clients To Love Them Back

High-engagement Client Experiences Plus Reporting – Billing – Rebalancing
For Firms Seeking Growth & Exceptional Delivery For Clients

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.

  • Client Portal (Engagement) System

    A client engagement system built on proactive messaging, interactive reporting, multi-media content, and automated communication across web and mobile that keeps clients informed and strengthens satisfaction and referral growth.

    HIGHLIGHTS
    • Social-style Feed
    • Web & Mobile App
    • Automated Messaging
    • Multi-media Content
    • Automated report delivery
    • Document vault

  • Reporting

    Interactive investment reporting with alerts, customizable formats, and auto delivery for advisors & clients.

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

  • Billing

    Automated wealth management billing with flexible fee rules and invoice delivery across custodial and held-away assets.

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

  • Rebalancing

    Portfolio rebalancing with drift monitoring, household-level views, and custodian-ready trade output.

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

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

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