Data, Reporting &

Client Interaction

Software for Financial Advisors that just works!

  • 9 Features

    For you and your clients >

  • 9 About Blueleaf

    Go behind the code >

  • 9 FREE 14 Day Trial

    Less than 5 minutes to set up >


"Scalable Advisor" Blog

Latest Post

I recently started working with a family with a strong Pakistani heritage. They are both doctors and have a great combined income. However, as we started discussing how their plan would be designed, i ...

Latest Post

It seemed like a no brainer to me – we were going to work together. But it wasn’t to be. They told me “No”, went off to use a robo-advisor for investment advice, and didn’t retain an advi ...

Latest Post

If you read last month’s post about creating automatic emails to your prospects, you’ll have noticed I glossed over how to get these prospects onto your mailing list in order to receive those emai ...

See it in action!

Enter your email address below. We'll send you a link to watch John Prendergast, Blueleaf C.E.O., walk through the major features of Blueleaf Advisor in these brief demo videos.

 First Name
 Last Name
 Email (we will keep your email completely private)