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 30 Day Trial

    Less than 5 minutes to set up >

  •  

"Scalable Advisor" Blog

Latest Post

Obviously, financial advisors aren't the best designers. But little spots of bad design have the power to send the wrong message and kill your credibility with prospects and clients. It's a problem. W ...

Latest Post

After two years of the same ol' schedule, I recently shook things up. And the effects have been phenomenal. What I thought to be possible prior to this now seems small and limited. Here's what I did, ...

Latest Post

Our industry is polluted with jargon. ‘Account aggregation’ can fall into the jargon bucket if your prospects haven’t heard it before. The thing is, this term actually holds a lot of importance ...

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)