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Partners

Extend the beautiful experience for you and your clients with flexible solutions that
work seamlessly together. Best of breed Analytics, CRM, Data, and more…

Blueleaf’s ecosystem delivers complete, flexible solutions that work together seamlessly.

Blueleaf delivers complete data, automatically updated across your entire system. Custodial data, held-away, offline assets, it’s all there from one source. Blueleaf is the hub of world-class technology infrastructure for wealth management firms of any size. Combine different partners to deliver exactly the solution you need for your firm without the sacrifice in cost, quality and power of one-size-fits-all systems.

Analytics / Reporting

  • AdvisoryWorld

    SCANalytics Hypothetical Illustration, Asset Allocation and Portfolio Modeling Tool with complete reporting becomes a powerful automated tool with Blueleaf.

  • Everysk

    Everysk Dashboards provides simple to use templates to diagnose and stress test your client’s accounts, securely share dynamic reports, and memorialize all communications.

  • HiddenLevers

    Powerful next generation risk management with sophisticated economic and market scenario analysis.

  • Kwanti

    Portfolio Lab’s asset allocation analysis, model backtest, optimization, performance reports and proposal generation are automated via BlueLeaf’s complete client account data feed.

  • Riskalyze

    Riskalyze invented the Risk Number powering the world’s first Risk Alignment Platform, and now offers Autopilot, a digital advice platform, and the Compliance Cloud.

CRM

  • Grendel Online

    Grendel is a fully integrated web-based practice management system now powered by Blueleaf’s comprehensive data for seamless CRM experience.

  • Wealthbox

    Wealthbox is collaborative CRM for the modern advisor. Elegantly designed and outrageously simple to use.

  • XLR8

    XLR8 customizes Salesforce for advisors. A robust overlay, XLR8 helps you improve every aspect of your Salesforce CRM experience.

  • Pareto Platform

    Pareto Platform is cloud-based Microsoft Dynamics CRM software customized exclusively for financial advisors, investment advisors and financial planners.

  • EverFin

    Everfin helps financial professionals go digital with CRM, secure and compliant email offerings, data migrations and / or aggregation and other services, all customized to meet the specific needs of each advisory firm.

  • Redtail

    Web-based CRM designed specifically for financial professionals that delivers complete client relationship management automatically updated with Blueleaf’s complete account data.

Data & Client Engagement

  • Precise FP

    PreciseFP is a data-gathering and engagement tool used by financial advisors with their clients to make engaging clients easy. Data is shared between PreciseFP and BlueLeaf so that advisors can get out of the data entry quandary forever. PreciseFP also integrates and shares data with leading financial planning and CRM tools.

Financial Planning

  • MoneyGuidePro

    MoneyGuidePro is a web-based, goal-focused financial planning software with detailed retirement cash-flow analysis and client engagement tools automatically updated with Blueleaf.

  • Advizr Advizr

    Advizr is a sophisticated, easy to use and intuitive Financial Planning Software that allows Financial Advisors to create easy to follow financial plans ensuring client satisfaction.

  • inStream

    inStream provides an innovative wealth management platform delivers significant efficiencies to your business, dramatically increases the quality of your client relationships, and enhances the breadth, relevancy, and frequency of your advice.

  • RightCapital

    RightCapital simplifies financial planning with an elegant, modern look and feel, interactive, easy to use tools, and a rigorous and robust calculation engine that generates accurate results quickly.

  • Income Lab

    Income Lab is a financial planning platform that leverages cutting-edge data science and research to improve retirement planning outcomes.

Rebalancing

  • intelliflo redblack

    intelliflo redblack is an award-winning solution that offers comprehensive rebalancing and trading capabilities, including portfolio monitoring, tax loss harvesting, pre-trade and post-trade compliance and order management, all within a single multi-custodial solution.

Get started with Blueleaf today

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