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Better Pricing, Better Value

Pricing per client household delivers more value than account-based or AUM models

Our Complete Platform

Complete Platform: All 3 Products

Reporting & Client Experience

Rebalancing & Trading

Billing & Invoicing

GET A DEMO

Starting @
$329/month

 

Estimate Your Price

Payment Frequency

# of Client Households

Individual Applications

Choose a product to get started:

Reporting & Client Experience

Amazing reporting experience for you and your clients

Get A Demo

Starting @
$195/month

 

Includes:

  • Client portal, mobile app & push reports
  • Multi-source aggregation
  • Premium direct client support
  • Paper/.pdf reporting with automation
  • Advisor interactive client reporting
  • Advisor mobile app
  • Practice management system
  • Share data with your other apps via API
More info ➤
Rebalancing & Trading

Powerful, streamlined rebalancing across custodians

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Starting @
$115/month

 

Available as an add-on to Reporting

Includes:

  • Rebalance at account or household level
  • Alerts & automated drift monitoring
  • Customize restrictions & equivalences
  • Manage cash & maintain your models
  • Trade across multiple custodians easily

Available stand-alone from $295/month

More info ➤
Billing & Invoicing

Effortless, automated billing & invoice delivery

Get A Demo

Starting @
$59/month

equivalent *
Available as an add-on to Reporting

Includes:

  • Automated billing & invoice delivery
  • Bill on held-away assets
  • Single billing interface for all custodians
  • Customizable branded invoices
  • Manage complex multi-advisor payouts
  • Automated billing alerts

 

More info ➤

* Annual prices are shown as monthly equivalent (annual $/12) to aid in comparison and are paid annually in advance. Additional discounts apply when purchasing the complete platform. Further discounts are available based on a variety of factors including certain partners and contract terms.

Looking for Enterprise Scale?

Blueleaf for Multi-office & Enterprise Firms

Available enterprise-grade integrations, advanced permissions, customized support and additional configuration flexibility

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Talk to us if you have
500+ Client Households

Frequently asked questions:

  • Per household pricing is a better value

    • 1 or 10 accounts = same price – no nickel and diming you
    • Supports holistic wealth management
    • No cost for doing the right thing.
    • You define a household

  • You control which households you include

    • You control which households you include
    • No ADV checks
    • You’re in charge

  • Contracting & Payment

    • Contracts as short as 1 year
    • Pay monthly or annually (at a discount of course)

  • Included

    • Retail and most institutional aggregation
    • Support for you AND clients
    • White glove onboarding and training

  • Buy only what you need

    • If you just need Reporting, you can buy just that
    • Add Billing and/or Rebalancing optionally

  • Onboarding is simple

    • Once data is flowing a single advisor can be up in 1 hour
    • An enterprise can be on its feet in a week or two
    • We go at your pace

  • Discounts are available based on:

    • Payment terms
    • Contract length
    • Volume
    • Partners

    Ask us about your situation

  • Want to a quote or have questions!

    • Click “See it in action” at the top of the screen
      for a demo or
    • Contact us at info@blueleaf.com to get a quote
      or answer questions