How are you managing your client reporting now?
Blueleaf is free forever for advisors with five or fewer clients in the system
We are so confident that we have the best solution for managing and growing your book of business we are offering a FREE For Life Plan up to 5 managed clients!
How are you managing your client reporting now?
Blueleaf is free forever for advisors with five or fewer clients in the system
We are so confident that we have the best solution for managing and growing your book of business we are offering a FREE For Life Plan up to 5 managed clients!
HOW DOES IT WORK
KEY FEATURES
Reporting
  • Investment Reporting
  • Business Reporting
  • Account Aggregation
  • ​Billing
Communications
  • Client Portal
  • Branded Communication
  • Monitoring & Alerts
  • ​Client Support
Automation
  • Batch Reporting & Delivery
  • Invoice Delivery
  • Client Updates
  • ​Data Flow
SERVE YOUR CLIENTS THROUGH THEIR ENTIRE LIFECYCLE
Prospect
Capture prospective clients’ financial picture and goals and give them a clear look at the value you can bring.
Onboard
Guide new clients through the setup process with automated and intelligent workflows.
Communicate
Engage regularly with custom branded updates that keep your value top of mind.
Support
Rest assured that any problems a client runs into in Blueleaf will be handled quickly and dutifully by the team best positioned to fix ‘em — ours.
Be up and running in less than an hour
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