Reporting for managed, held-away, offline assets and alternatives via print, web, email and text message.
Apply Blueleaf’s business intelligence and analytics to benchmark and improve your practice or larger firm.
Save countless hours by automating and simplifying the way you bill and deliver invoices to your clients.
Take the client experience beyond static documents with an interactive platform that’s collaborative, active and insightful.
Keep your value top of mind with regularly delivered custom branded client communications.
Establish an early warning system for your book of business, so you can get notified of important information automatically.
Rest assured that any problems a client runs into in Blueleaf will be handled quickly by our expert support team.
Quickly schedule and automatically deliver custom-branded reports electronically with the click of a single button.
Forget about manually emailing documents and deliver invoices to all your clients with a single click.
Show your value and stay in front of clients in all market conditions with automated updates, customized to match your brand.
Say goodbye to downloading and uploading information between platforms with Blueleaf’s automated data feeds to over 11,000 institutions.
From prospect to long-term client, Blueleaf helps you grow and maintain the deep relationships your business relies on.
Capture prospective clients’ financial picture and goals and give them a clear look at the value you can bring.
Engage regularly with custom branded updates that keep your value top of mind.
Guide new clients through the setup process with automated and intelligent workflows.
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.