Managing Money Should be a Great Experience

An all-in-one wealth management platform you will love. Traditional reporting, billing & invoicing, trading & rebalancing, practice management and high engagement client experiences.


Blueleaf works with everyone you do

Blueleaf is approved by and integrated with a wide variety of custodians, broker-dealers and other financial institutions that you work with.

The above are some of the many institutions we work with. Contact us to see if we work with your institution.

The Blueleaf Advantage

Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market.

  • Reporting

    Get simple, customizable insights that impress – on both the assets you manage and the business you run.

    • Investment reporting
    • Business reporting
    • Account aggregation
    • Client billing
  • Communication

    Deepen relationships with clients and prospects and communicate critical information in a way everyone can understand.

    • Client portal
    • Brand communications
    • Prospecting
    • Direct client support
  • Automation

    Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver's seat.

    • Batch reporting & delivery
    • Client invoice delivery
    • Monitoring & alerting
    • Automated client updates

Blueleaf is incredibly easy for clients to use and access all of their financial information. We have had an overwhelmingly positive response from our clients who have tried it

Elise Lentini Life Insurance Planner

When I first looked at Blueleaf I couldn’t understand the reasoning for the weekly update. I was classically trained on the quarterly review and statement process. Anything more was unwieldy and confusing to the client. Was I wrong. The weekly update is the function that more of our clients comment on as compared to everything else we do for them. Makes the client base ‘stickier’. Brilliant research and execution.

Bob Rubin Founder and President

“I switched to Blueleaf after trying other performance reporting software such as Morningstar and Advent. What I love about Blueleaf is its simplicity. It completely removes the need to reconcile client positions.”

Tim Smith President

“My clients love Blueleaf because it delivers timely information. I have found it to be one of the best client-facing platforms on the market.”

Rob Costello Founder

Get started with Blueleaf today

See it in action