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Sophisticated automation for wealth management firms.
Simplify your practice. Win more clients.

Reporting

Get clear, customizable insights into the business you run and the clients you serve.

  • Investment Reporting

    Reporting for managed, held-away, offline assets and alternatives via print, web, email and text message.

  • Business Reporting

    Apply Blueleaf’s business intelligence and analytics to benchmark and improve your practice or larger firm.

  • Account Aggregation

    Take the aggravation out of aggregation and automatically maintain connections to custodial data as well as all of your clients’ held-away accounts.

  • Billing

    Reporting for managed, held-away, offline assets and alternatives via print, web, email and text message.

Communications

Expand your impact and reach by providing seamless, personalized service that delights and empowers your clients.

  • Client Portal

    Take the client experience beyond static documents with an interactive platform that’s collaborative, active and insightful.

  • Branded Communication

    Keep your value top of mind with regularly delivered custom branded client communications.

  • Monitoring & Alerting

    Establish an early warning system for your book of business, so you can get notified of important information automatically.

  • Client Support

    Reporting for managed, held-away, offline assets and alternatives via print, web, email and text message.

Automation

Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver’s seat.

  • Batch Reporting & Delivery

    Quickly schedule and automatically deliver custom-branded reports electronically with the click of a single button.

  • Invoice Delivery

    Forget about manually emailing documents and deliver invoices to all your clients with a single click.

  • Client Updates

    Show your value and stay in front of clients in all market conditions with automated updates, customized to match your brand.

  • Data Flows

    Say goodbye to downloading and uploading information between platforms with Blueleaf’s automated data feeds to over 11,000 institutions.

Serve your clients through their entire lifecycle

From prospect to long-term client, Blueleaf helps you grow and maintain the deep relationships your business relies on.

Prospect

Capture prospective clients’ financial picture and goals and give them a clear look at the value you can bring.

Communicate

Engage regularly with custom branded updates that keep your value top of mind.

Onboard

Guide new clients through the setup process with automated and intelligent workflows.

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

GET STARTED FOR FREE TODAY

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