Better Pricing, Better Value
Pricing per client household delivers more value than account-based or AUM models
Our Complete Platform
Complete Platform: All 3 Products
Reporting & Client Experience
Rebalancing & Trading
Billing & Invoicing
Starting @
$279/month
equivalent*
Individual Applications
Choose a product to get started:
Reporting & Client Experience
Amazing reporting experience for you and your clients
Starting @
$165/month
equivalent*
Includes:
- Client portal, mobile app & push reports
- Multi-source aggregation
- Premium direct client support
- Paper/.pdf reporting with automation
- Advisor interactive client reporting
- Advisor mobile app
- Practice management system
- Share data with your other apps via API
Rebalancing & Trading
Powerful, streamlined rebalancing across custodians
Starting @
$95/month
equivalent *
Available as an add-on to Reporting
Includes:
- Rebalance at account or household level
- Alerts & automated drift monitoring
- Customize restrictions & equivalences
- Manage cash & maintain your models
- Trade across multiple custodians easily
Available stand-alone from $295/month
Billing & Invoicing
Effortless, automated billing & invoice delivery
Starting @
$49/month
equivalent *
Available as an add-on to Reporting
Includes:
- Automated billing & invoice delivery
- Bill on held-away assets
- Single billing interface for all custodians
- Customizable branded invoices
- Manage complex multi-advisor payouts
- Automated billing alerts
* Annual prices are shown as monthly equivalent (annual $/12) to aid in comparison and are paid annually in advance. Additional discounts apply when purchasing the complete platform. Further discounts are available based on a variety of factors including certain partners and contract terms.
Looking for Enterprise Scale?
Blueleaf for Multi-office & Enterprise Firms
Available enterprise-grade integrations, advanced permissions, customized support and additional configuration flexibility
Talk to us if you have
500+ Client Households
Frequently asked questions:
-
Per household pricing is a better value
- 1 or 10 accounts = same price – no nickel and diming you
- Supports holistic wealth management
- No cost for doing the right thing.
- You define a household
-
You control which households you include
- You control which households you include
- No ADV checks
- You’re in charge
-
Contracting & Payment
- Contracts as short as 1 year
- Pay monthly or annually (at a discount of course)
-
Included
- Retail and most institutional aggregation
- Support for you AND clients
- White glove onboarding and training
-
Buy only what you need
- If you just need Reporting, you can buy just that
-
Add Billing and/or Rebalancing optionally
-
Onboarding is simple
- Once data is flowing a single advisor can be up in 1 hour
- An enterprise can be on its feet in a week or two
- We go at your pace
-
Discounts are available based on:
- Payment terms
- Contract length
- Volume
- Partners
Ask us about your situation
-
Want to a quote or have questions!
- Click “See it in action” at the top of the screen
for a demo or - Contact us at info@blueleaf.com to get a quote
or answer questions
- Click “See it in action” at the top of the screen