Blueleaf simplifies tracking all your savings and long-term financial goals while making everything you own transparent, understandable, and controllable.
See all your accounts in one, secure place. Achieve your goals faster by seeing how all your accounts work together.
Collaborating with your family and advisor. Settings allow you to control what others have access and control over.
Complete transparency into every single account and investment. See what you’re actually invested in.
Blueleaf is incredibly easy for clients to use and access all of their financial information. We have had an overwhelmingly positive response from our clients who have tried it
When I first looked at Blueleaf I couldn’t understand the reasoning for the weekly update. I was classically trained on the quarterly review and statement process. Anything more was unwieldy and confusing to the client. Was I wrong. The weekly update is the function that more of our clients comment on as compared to everything else we do for them. Makes the client base ‘stickier’. Brilliant research and execution.
“I switched to Blueleaf after trying other performance reporting software such as Morningstar and Advent. What I love about Blueleaf is its simplicity. It completely removes the need to reconcile client positions.”
“My clients love Blueleaf because it delivers timely information. I have found it to be one of the best client-facing platforms on the market.”
See all your accounts in one, secure place. Achieve your goals
faster by seeing how all your accounts work together