Pricing that fits your business.

Just for our friends at Shareholder Services Group (SSG)

 

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

Start for Free. Pay as you go for what you use.

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STARTER

Free Forever

START NOW

Use our business intelligence and reporting as well as reporting for up to 5 clients FREE FOREVER.

STANDARD

as low as $4/mo. per Household

START NOW

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

Calculate your price

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

Up to 500 accounts

Unlimited

Unlimited

Investment / Performance reporting

Client Portal

Branded communications

Monitoring and Alerting

Automated batch reporting and delivery

Client support

Client reporting

Up to 5 clients

Up to 1000 clients

Over 1000 clients

Historical data import/conversion

Up to 12 months FREE

Unlimited

Unlimited

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

One custodian

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 Account Forever

START NOW

Use our business intelligence and reporting as well as reporting for up to 5 clients FREE FOREVER.

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.

 
STARTER

Free Forever

START NOW

Use our business intelligence and reporting as well as reporting for up to 5 clients FREE FOREVER.

Business Intelligence / reporting

Up to 500 accounts

Investment / Performance reporting

Client Portal

Branded communications

Monitoring and Alerting

Automated batch reporting and delivery

Client support

Client reporting

Up to 5 clients

Historical data import/conversion

Up to 12 months FREE

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

One custodian

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

Retail Account aggregation

API Access / Data sharing

Billing

Invoice delivery

 

Free Account Forever

START NOW

Use our business intelligence and reporting as well as reporting for up to 5 clients FREE FOREVER.

Calculate your price

STANDARD

as low as $4/mo. per Household

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

Up to 1000 clients

Historical data import/conversion

Unlimited

Preferred Institutional Account Aggregation
(Assetmark, DST, Fidelity, Folio Institutional, Interactive Brokers, NFS, Pershing, 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

 

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.

 
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, Interactive Brokers, NFS, Pershing, 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.

X

CALCULATE YOUR PRICE

What billing cycle do you prefer?

- +

$99 / mo

$1,188 / yr. paid in advance

SIGN UP NOW

Frequently asked questions:

  • Is the free account really free forever?

    You bet. As long as you stay at or at five clients or under in the system, Blueleaf’s reporting and communications will remain free for you to use – forever.

  • 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.

  • 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 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

  • 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 for free today

Get Started for free today

Blueleaf is free forever for advisors with five or fewer clients in the system.