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More Than a Portal,
An Experience That Actually Engages

Turn every report, marketing message, and communication from any system into an opportunity to engage clients via a channel you own.

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Grow referrals, assets, and clients with 90%+ engagement

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Not just any portal. A complete client engagement platform

TYPICAL

Client Portal

  • Portfolio Reporting
  • Account Aggregation
  • Document Management
  • Mobile & Web Access
  • White-Label Branding
  • Automated Account Overviews
ENTERPRISE-CLASS

Proactive Client Communication

  • Client marketing management
  • Real-time client communication
  • Social Media Style Delivery & Engagement
  • Precise Targeting Control
  • Automated Multi-Channel Delivery
  • Extensive Engagement Analytics
  • Complete Compliance Workflows w/ Auditing
  • Share Content from Any Source
  • Extensive Content Partner Network

How Blueleaf Engage Deepens Client Connections

Proactive Client outreach

Reaches clients in their preferred channels—doesn't wait for them to remember to log in

Multi-Channel Engagement

Seamlessly engages across web, mobile, email, and messaging as clients move through their day

Social-Style Content Feed

Interface clients already know how to use—feed, likes, comments, interaction

Everything in One Place

Reporting, marketing, and communications unified in a single branded experience

Custom Firm Branding

Your logo, your colors, your voice— YOUR brand (not ours)

Built to Scale

Enterprise-grade compliance, security, and controls without the complexity

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The Problem with Traditional Portals

Feature
Traditional Portals
Proactive Client Communication
Client Engagement
Sit passively waiting for clients to log in
Proactively reaches clients wherever they are
Channel Access
Trap content in a single channel (eg web or mobile-only)
Multi-channel delivery (mobile, web, email, SMS)
Content Delivery
Require clients to hunt for what they need
Content comes to clients automatically
User Experience
Feel like financial software, not engaging experiences
Familiar social media-style interface
Analytics
No visibility into engagement or feedback
Measures real interactions and activity
Integration
Only system generated content or limited integrations
Include content generated in any system, easily

The reality: Most client portals achieve only ~10% engagement

Flexible Pricing for Every Practice

Included

Free

Get full Engage capabilities FREE with your Blueleaf subscription—client portal, communications, and engagement in one unified platform

Standalone

Enterprise

Already have Reporting, Billing and Rebalancing handled? Access Blueleaf Engage's communication and engagement capabilities as a standalone platform.

Custom

Solutions

Have unique needs or an existing portal to integrate with? We offer custom implementations & white-label mobile apps with dedicated support, & services.

Ready to Transform Your Client Experience?

See how Blueleaf Engage delivers measurable engagement across mobile, web, and email with enterprise-grade compliance and control.

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