Reporting
Get clear, customizable insights into the business you run and the clients you serve.
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Investment Reporting
Reporting for managed, held-away, offline assets and alternatives via print, web, email and text message.
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Business Reporting
Apply Blueleaf’s business intelligence and analytics to benchmark and improve your practice or larger firm.
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Billing
Save countless hours by automating and simplifying the way you bill and deliver invoices to your clients.
Communications
Expand your impact and reach by providing seamless, personalized service that delights and empowers your clients.
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Client Portal
Take the client experience beyond static documents with an interactive platform that’s collaborative, active and insightful.
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Branded Communication
Keep your value top of mind with regularly delivered custom branded client communications.
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Monitoring & Alerting
Establish an early warning system for your book of business, so you can get notified of important information automatically.
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Client Support
Rest assured that any problems a client runs into in Blueleaf will be handled quickly by our expert support team.
Automation
Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver’s seat.
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Batch Reporting & Delivery
Quickly schedule and automatically deliver custom-branded reports electronically with the click of a single button.
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Invoice Delivery
Forget about manually emailing documents and deliver invoices to all your clients with a single click.
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Client Updates
Show your value and stay in front of clients in all market conditions with automated updates, customized to match your brand.
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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.
