Why You’ll Love Blueleaf

Blueleaf simplifies tracking all your savings and long-term financial goals while making everything you own transparent, understandable, and controllable.

  • – Track Everything –

    See all your accounts in one, secure place. Achieve your goals faster by seeing how all your accounts work together.

  • – Better Decisions –

    Collaborating with your family and advisor. Settings allow you to control what others have access and control over.

  • – Total Transparency –

    Complete transparency into every single account and investment. See what you’re actually invested in.

  • – Already Connected –

    We work with thousands of financial institutions to update your account information automatically and securely.

From The "Savings & Investment" Blog N

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@blueleafadvisor - Jan 18
4 powerful secrets from research. @bakadesuyo highlights the best times to take on various tasks given concrete pro… https://t.co/UFn1QVj0ED

@blueleafadvisor - Jan 18
The latest #BLNation Active Advisor! https://t.co/p2CZJiMFGy Thanks to @AdvisorSoftware @ryanshanks @FinTechie #contentmarketing

@blueleafadvisor - Jan 17
The latest #BLNation Active Advisor! https://t.co/lPyd4AgkT2 Thanks to @AndyPetersAB @Rhonda_Sherwood @richeddy #cfp #pfs

@blueleafadvisor - Jan 17
In light of many big hacks, #advisors can protect their data by bringing it entirely offline. @wm_today explains ho… https://t.co/CqyCR6On0d

Tell your financial advisor about Blueleaf…

It’s the best way to get yourself on Blueleaf. The button on the right will launch your email application with a pre-written email (to make your life a bit easier) that you can send your advisor. Simply add your financial advisor’s email address and send.

Tell Your Advisor

This will open a new email in your email application.

Get In Now!

The best way to start using Blueleaf is to tell your financial advisor about us. You'll be doing them a favor if you do ;)

  Your Email (we will keep your email completely private) *
  Your Advisor's email (to invite them to Blueleaf *
  Your Advisor's Firm Name *

Request An Invitation

We sometimes let new customers in depending on certain circumstances. Let us know you're interested and at some point we may email you an invitation. Thanks!

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