Blueleaf.com lets investors see all their investments in one place, making it easier to see performance, calculate fees and taxes, and collaborate.

See all your accounts in one place
Understand your savings and investments more completely
Securely share information with spouse, family or advisors
Keep your data even if you change financial institutions
Track your finances against a personalized plan

With Blueleaf, you can:

Track Your Personalized Financial Plan

Instead of putting all your statments on the kitchen table, see your total balances on a single screen.
Automated Account Updates

See your up-to-date positions, balances, and allocations without having to upload any files.
Save Money on Fees and Expenses

Find better investments with lower fees and expenses so your money works for you, not your broker.
Share with Your Spouse & Advisor

Ask questions and get answers by collaborating with the people that help you plan for your future.
Allocate Your Investments Better

Get suggestions to find the right investments for your personal goals, time frames, and risk tolerance.
Be Totally Prepared At Tax Time

Minimize your taxes and maximize your capital gains by having all your information in one place.