About Blueleaf
Blueleaf by Blueleaf is a comprehensive investment management platform designed primarily for financial advisors, wealth managers, and institutions seeking a unified view of client portfolios.
Blueleaf Details
Vendor
Blueleaf
Year Launched
2008
Location
Blueleaf Wealth Inc. One Beacon St, 15th Floor Boston, MA 02108 (Mailing Address)
Deployment
cloud, web browser
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Chinese, Japanese, Korean, Russian.
Users
Financial Advisors, Wealth Managers, Wealth Management Firms, Accountants, Investment Firms.
Industries Served
Finance, Wealth Management, Investment Advising, Financial Services, Banking
Tags
Investment Management, Blueleaf
Blueleaf's In-App Market Place
Does Blueleaf have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), HKD (HK$), SGD (S$), NZD (NZ$)
Pros & Cons
- Clients actually use it regularly, which makes them much less likely to leave your firm.
- The automated reconciliation saves a massive amount of time compared to old-school software like Morningstar.
- The weekly update feature turns a boring compliance task into a powerful marketing and retention tool.
- You get a full view of a client's entire net worth, including assets you don't directly manage.
- The interface is clean and simple enough that clients won't need a manual to figure it out.
- It focuses heavily on reporting and billing rather than providing deep, complex financial planning projections.
- Smaller firms might find the high-frequency communication tools a bit overwhelming to set up initially.
- While it integrates with many, you’re still dependent on their specific list of approved institutional partners.
- The simplified approach might not satisfy "power users" who want to tweak every single technical data point.
- Monthly engagement is great, but constant alerts could potentially lead to client anxiety during volatile market swings.
Blueleaf's Support Options
Email Address
info@blueleaf.comContact
(877) 882-5287