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

Our Latest Tweet B

@blueleafadvisor - Sep 24
Modern #advisors have mastered social media. 8 social marketing tools via @iancleary https://t.co/jW6vP3OIWV https://t.co/92lwhG22XK

@blueleafadvisor - Sep 24
The latest #BLNation Active Advisor! https://t.co/v4BvGhxQyl Thanks to @argento_nero @kaztheprof @LonnieAveryNet

@blueleafadvisor - Sep 23
Social campaigns are worthless without assurance they worked. Validate yours. @iancleary https://t.co/xEqz8tImQ2 https://t.co/ld0l8S8HTm

@blueleafadvisor - Sep 23
The latest #BLNation Active Advisor! https://t.co/ZdmU0uYR8U Thanks to @MichaelHartzell @juanros @TommySikes

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 *
 
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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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