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Beautiful
Client Portal

Web-based, live reporting access for clients to review ALL their assets in one place: your branded portal - Including balances, performance, allocation, detailed holdings information and weekly push updates as well as secure data sharing & collaboration technology.

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  • Beautifully Simple
    Client Portal

    Your clients will be able to track and understand all their assets in one place - With You! This simple and informative platform allows your clients to see their balances, performance, allocation and holdings information any time. They can even add and manage accounts on their own freeing you up to advise not report.

  • Your Brand

    When clients sign in to Blueleaf, they see you and your business, just like it should be. We’ll even give you a custom web address (Yourbrand.blueleaf.com) making it easy to link to from your site and simple for clients to remember.

  • Center of Influence: Secure Sharing

    Our secure sharing technology puts you at the center of the clients financial team. By allowing a client, or you with their permission, to share selected financial information through your branded portal, you become the center of influence with family members, attorneys and accountants.

  • Branded Client Updates

    "Wow!", "Oh, cool, thx." When was the last time you heard that from a client? Blueleaf advisors hear it all the time. The reason: Our branded weekly update to clients. 86% of clients on Blueleaf regularly read their weekly update and rave about the clarity and simplicity. Advisors are cheering too because their clients are happier and they’re fielding “far fewer” calls from confused or concerned clients and getting more "thanks you's".

 

   

Effortless Document Sharing

Press one button and you'll have secure anywhere, anytime access to any client documents organized by client/household. When you're ready to share, you're clients can access their folders right on their home computer. It's all powered by 50 million user strong Dropbox, because it just works.

   

Simple Billing
Calculations

Billing should be simple. Give us your billing rules, we give you a flexible file that makes the billing calculation and the data it’s based on obvious and easy to adjust or audit. You can’t beat spreadsheets for simple and flexible. Blueleaf adds automation to this familiar interface to deliver the simplest billing calculation system available.

   

   

Painless Account Aggregation

With built in account aggregation from ByAllAccounts® and Yodlee® we take the aggravation out of aggregation. We manage all your connections, fix connection challenges and make things go the way they should. That means no hassles. You get data from every client account, no matter where they are held, automatically updated everyday to virtually eliminate manual data entry.

ALL ASSETS

$1,234,500.50

Held away & Custodial
Assets all in one place!

   

Proactive Portfolio Monitoring

Whether there is money on the move, or allocations adrift you need to know what is happening with your clients. Blueleaf automatically monitors ALL your clients accounts for things you need to know allowing you to manage money that is held away almost as well as custodial assets.

   

Complete Data Access

The data on Blueleaf belongs to you and your clients. We believe you should have access to all of it
anytime you want and it should be simple to do. That’s what we give you. Access to everything, any time.

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