Pricing that fits your business.

 

No per User fees. No per Account fees. No long-term contracts

Pay as you go for what you use.

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STANDARD

$165/mo. Starting at

START NOW

Try our paid-only features like account aggregation, sharing data with other applications & multiple custodial connections for 14 days.

ENTERPRISE

Call us

CONTACT US

Talk with one of our enterprise consultants to evaluate your unique needs and discuss Blueleaf’s flexible solutions.

Business Intelligence / reporting

Unlimited

Unlimited

Investment / Performance reporting

Client Portal

Branded communications

Monitoring and Alerting

Automated batch reporting and delivery

Client support

Client reporting

Pricing based on # of clients

Over 1000 clients

Historical data import/conversion

Unlimited

Unlimited

Preferred Institutional Account Aggregation
(Assetmark, DST, Fidelity, Folio Institutional, Hilltop, Interactive Brokers, NFS, Pershing, Raymond James, Schwab, SEI, TD Ameritrade, TradePMR, and Trust Company of America)

Unlimited custodians

Unlimited custodians

Premium Institutional Account Aggregation
Includes any institutional connection to any institution not listed above under Preferred Institutional Account Aggregation.

$75/mo. 1st institutional account, $25/mo. Each additional

Unlimited custodians

Retail Account aggregation

API Access / Data sharing

Billing

Add-on starting at $49/mo.

Custom Add-on

Invoice delivery

Included with Billing

Included with Billing

 

Free Trial

START NOW

Try our paid-only features like account aggregation, sharing data with other applications & multiple custodial connections for 14 days.

Get in touch with us

CONTACT US

Talk with one of our enterprise consultants to evaluate your unique needs and discuss Blueleaf’s flexible solutions.

 
STANDARD

$165/mo. Starting at

START NOW

Try our paid-only features like account aggregation, sharing data with other applications & multiple custodial connections for 14 days.

Business Intelligence / reporting

Unlimited

Investment / Performance reporting

Client Portal

Branded communications

Monitoring and Alerting

Automated batch reporting and delivery

Client support

Client reporting

Pricing based on # of clients

Historical data import/conversion

Unlimited

Preferred Institutional Account Aggregation
(Assetmark, DST, Fidelity, Folio Institutional, Hilltop, Interactive Brokers, NFS, Pershing, Raymond James, Schwab, SEI, TD Ameritrade, TradePMR, and Trust Company of America)

Unlimited custodians

Premium Institutional Account Aggregation
Includes any institutional connection to any institution not listed above under Preferred Institutional Account Aggregation.

$75/mo. 1st institutional account, $25/mo. Each additional

Retail Account aggregation

API Access / Data sharing

Billing

Add-on starting at $49/mo.

Invoice delivery

Included with Billing

 

Free Trial

START NOW

Try our paid-only features like account aggregation, sharing data with other applications & multiple custodial connections for 14 days.

 
ENTERPRISE

Call us

CONTACT US

Talk with one of our enterprise consultants to evaluate your unique needs and discuss Blueleaf’s flexible solutions.

Business Intelligence / reporting

Unlimited

Investment / Performance reporting

Client Portal

Branded communications

Monitoring and Alerting

Automated batch reporting and delivery

Client support

Client reporting

Over 1000 clients

Historical data import/conversion

Unlimited

Preferred Institutional Account Aggregation
(Assetmark, DST, Fidelity, Folio Institutional, Hilltop, Interactive Brokers, NFS, Pershing, Raymond James, Schwab, SEI, TD Ameritrade, TradePMR, and Trust Company of America)

Unlimited custodians

Premium Institutional Account Aggregation
Includes any institutional connection to any institution not listed above under Preferred Institutional Account Aggregation.

Unlimited custodians

Retail Account aggregation

API Access / Data sharing

Billing

Custom Add-on

Invoice delivery

Included with Billing

 

Get in touch with us

CONTACT US

Talk with one of our enterprise consultants to evaluate your unique needs and discuss Blueleaf’s flexible solutions.

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CALCULATE YOUR PRICE

What billing cycle do you prefer?

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$99 / mo

$1,188 / yr. paid in advance

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Frequently asked questions:

  • Do I need to pay annually up-front?

    We offer monthly as well as annual payment plans so you can make choose the cash flow that’s right for your business. You may elect not to renew at any time. There is no cancellation during your subscription period. If you elect not to renew, you and your clients will have access until your subscription expires.

  • Does Blueleaf account aggregation actually work?

    Yes, of course! Blueleaf is both an aggregator and an aggregator of aggregators. That means we always pick the right tool for the job. Our industry leading aggregation makes sure client adoption is simple and easy.

  • It took forever to set up and get my current reporting system working. How long does it take to get Blueleaf working?

    For a solo advisor with 100 households, Blueleaf is usually up and running in about an hour. Additional advisors or advanced customization can take an additional hour or two.

  • What if I want to try before I buy?

    We do have individual demonstrations available for all our products. In many cases, our team will work with your firm to set up a focused proof of concept so you experience the capabilities you are interested in before you buy. Contact our sales team to discuss your options as they may vary by product.

  • What kind of support can I expect?

    Blueleaf’s support team is unrivaled in its dedication to ensuring both you and your clients have a great experience. That means that no matter the issue, or the person raising it, our team will take care of it. Both you and your clients always have a direct line into Blueleaf support whenever you need it.

  • My clients are older and most are retired. Will they use an online system?

    Most likely. One of the biggest pitfalls advisors new to Blueleaf fall into are making guesses about which clients will and won’t use a portal. The average age of a client using Blueleaf is 67 years old with many in their 70s and even 80s.

  • I have more questions!

    Happy to help. Feel free to reach out to us at info@blueleaf.com.

Get started with Blueleaf today

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