Pricing that fits your business.
Just for our friends at Shareholder Services Group (SSG)
Swipe to view all options 
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STANDARDas low as $4/mo. per HouseholdSTART NOW
Try our paid-only features like account aggregation, sharing data with other applications & multiple custodial connections for 14 days. Calculate your price |
ENTERPRISECall 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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Business Intelligence / reporting |
Unlimited |
Unlimited |
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Investment / Performance reporting |
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Client Portal |
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Branded communications |
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Monitoring and Alerting |
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Automated batch reporting and delivery |
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Client support |
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Client reporting |
Up to 1000 clients |
Over 1000 clients |
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Historical data import/conversion |
Unlimited |
Unlimited |
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Preferred Institutional Account Aggregation |
Unlimited custodians |
Unlimited custodians |
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Premium Institutional Account Aggregation |
$75/mo. 1st institutional account, $25/mo. Each additional |
Unlimited custodians |
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Retail Account aggregation |
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API Access / Data sharing |
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Billing |
Add-on starting at $49/mo. |
Custom Add-on |
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Invoice delivery |
Included with Billing |
Included with Billing |
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14 Day 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. |
Calculate your price |
STANDARDas low as $4/mo. per HouseholdSTART 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 |
|
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Automated batch reporting and delivery |
|
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Client support |
|
|
Client reporting |
Up to 1000 clients |
|
Historical data import/conversion |
Unlimited |
|
Preferred Institutional Account Aggregation |
Unlimited custodians |
|
Premium 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 |
|
14 Day Free Trial START NOW
Try our paid-only features like account aggregation, sharing data with other applications & multiple custodial connections for 14 days. |
ENTERPRISECall 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 |
Unlimited custodians |
|
Premium 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. |
X
CALCULATE YOUR PRICE
What billing cycle do you prefer?
First 10 households$99/month
Additional Households
$4 / month / household
(based on an annual payment/12)
How many client households do you have?
First 10 households$120/month
Additional Households
$5 / month / household
(based on an annual payment/12)
How many client households do you have?
$99 / mo
$1,188 / yr. paid in advance
SIGN UP NOWFrequently asked questions:
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Do I need to sign a long-term contract?
We offer monthly as well as annual plans so you can make the commitment that’s right for your business. You may elect not to renew at any time. You pay up front for your subscription period and there is no cancellation during that period. If you elect not to renew, you and your clients will have access until your subscription expires.
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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.
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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.
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What if I want to try out one of the paid features before I buy? Can I do that?
That’s what a trial is for. If you see a capability you are interested in trying out before you buy, simply start a trial. You can activate your free trial right from within Blueleaf or speak with one of our Coaches to learn more
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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.
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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.
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I have more questions!
Happy to help. Feel free to reach out to us at info@blueleaf.com.