• For Advisors: Client Reporting & Portfolio Monitoring

    Software in the cloud that just works.  Learn More

  • For Clients: Simple, Personal Financial Tracking

    Exclusively available through financial advisors and our partners.  Learn More

  • For Developers: Build Financial Apps Fast with our API

    Pull users’ investment data. Never talk to a bank. Never touch users' credentials.  Learn More

     
 
 

Our Vision

 
 

... is to make managing assets simple. We're doing that by tying the asset management process together, end-to-end, across custodians to make life simpler for financial advisors and their clients. ”

- John Prendergast, CEO

Learn more About Blueleaf