Blueleaf

Product Type:

Client Portal | Document Management | Client Data Gathering

Blueleaf: Everything in one place. Everything in one place. Clients see ALL their accounts in one place & so can you with an easy to use, headache free client portal. Web­ based, live reporting access via your branded portal – Including balances, performance, allocation, detailed holdings information and weekly push updates as well as secure data sharing & collaboration technology.

INTEGRATION:

Advisory World, Everysk, Hidden Levers, Kwanti, Riskalyze, Grendel, Wealth Box, XLR8, Paretoplatfrom, EverFin, Redtail, Advizr, InStream, MoneyGuidePro, Right Capital, RedBlack, Tradewarrior.

PRICING:

10 Households -or- 10M total assets $195 per month.

20 Households -or- 20M total assets $295 per month.

50 Households $395 per month.

100 Households $495 per month.

500 Households $4.50 per household, per month.

1,000 Households $4.00 per household, per month.

5,000 Households $3.75 per household, per month.

Over 5,000 Households $3.50 per household, per month.

FREE TRIAL AVAILABLE?

Yes.

CREATED BY:

Blueleaf Wealth Inc.

COMPANY ABOUT US:

Our vision is to make the best financial advisors available to everyone. We work with the very best financial advisors to help them to make it profitable to deliver exceptional service to a radically broader audience. Clients win by getting better service, advisors win by growing their business.

CONTACT:

Phone: 617-855-LEAF(5323)

E-mail: [email protected]