Win More Clients, Grow Current Clients,
Drive More Referrals

The fastest growing advisors use Blueleaf’s financial relationship managment platform to do more for clients & grow.

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Financial Relationship Management Software

We leverage client financial information to help financial
advisors build profitable relationships.

Growth Tools For Financial Advisors

Do more for your clients, with our simple integrated components
and workflows to help you grow financial advisory relationships.

Prospecting Tools (new)

Close like a boss. Build trust and win clients faster by easing prospects through your funnel.

Asset Discovery (new)

Find ALL the assets. Our unique onboarding process will uncover assets no matter where they are.

Goal Tracking (new)

Encourage clients. Automatically track clients’ savings toward goals and help them along.

Client Communication

Show clients your value. Automated communications that build client confidence.

Tracking & Alerting

Know before they do. Track assets anywhere automatically so you know BEFORE your clients.

Client Portal

Open 24 hour/day. World class advice now includes world class access and transparency

Account Aggregation

See it, service it, grow. With access to over 21,000+ institutions you’ll see it all.

Performance Dashboards

Reports that build relationships. Traditional reporting doesn’t do it. But our dashboards do.

Client Support

You’re NOT the Geek Squad. Why should you support client tech? You shouldn’t so we do.

We already work with everyone you do

Just some of the fantastics custodians we work with

Growing advisors #1 Growth Platform

All the tools you need to grow your advisory
business in one place.

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