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Better Pricing, Better Value

Pricing per client household delivers more value than account-based or AUM models

Frequently asked questions:

  • Per household pricing is a better value

    • 1 or 10 accounts = same price – no nickel and diming you
    • Supports holistic wealth management
    • No cost for doing the right thing.
    • You define a household

  • You control which households you include

    • You control which households you include
    • No ADV checks
    • You’re in charge

  • Contracting & Payment

    • Contracts as short as 1 year
    • Pay monthly or annually (at a discount of course)

  • Included

    • Retail and most institutional aggregation
    • Support for you AND clients
    • White glove onboarding and training

  • Buy only what you need

    • If you just need Reporting, you can buy just that
    • Add Billing and/or Rebalancing optionally

  • Onboarding is simple

    • Once data is flowing a single advisor can be up in 1 hour
    • An enterprise can be on its feet in a week or two
    • We go at your pace

  • Discounts are available based on:

    • Payment terms
    • Contract length
    • Volume
    • Partners

    Ask us about your situation

  • Want a quote or have questions?

    • Click “See it in action” at the top of the screen
      for a demo or
    • Contact us at info@blueleaf.com to get a quote
      or answer questions