Blueleaf
HQ Address
711 Atlantic Ave, 5th Floor, Boston, MA 02111, United States
Website Address
Business introduction
The Complete Wealth Management Platform
High-engagement client experiences plus reporting – billing – rebalancing for firms seeking growth and exceptional delivery for clients
Blueleaf is wealth management software used by RIAs, broker-dealers and Enterprise scale advisory firms for investment reporting, account aggregation, billing, portfolio rebalancing and content delivery, built around client-facing engagement and communication.
It helps advisors automate key workflows and elevate engagement with clients through interactive reporting, content, alerts, and client-accessible experiences in branded interfaces.
Blueleaf Solutions
Billing
Key features Automated billing Automated invoice delivery Bill on held-away assets Customizable invoices Flexible setup Multi-custodial Billing alerts Multi-advisor payouts Full-service onboarding ...
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Market & Business Infrastructure
Rebalancing
Key features Automated drift alerts Drift dashboard High and low tolerances Equivalences Restrictions Cash management Custodian ready trade files Block trading Household-level rebalancing ...
business needs
view solutionReporting
Reporting Get clear, customizable insights into the business you run and the clients you serve. Investment reporting Business reporting Account aggregation Billing Communications Expand your impact and reach by providing seamless, personalized service that delights and empowers your clients. Client portal Branded communication Monitoring and alerting Client support Automation Save time and gain efficiencies with automated delivery, billing and account maintenance that puts......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Portfolio Build, Analysis & Reporting
