Blueleaf - INSART

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Blueleaf

Account Aggregation, Billing, Portfolio Reporting

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Products / Services
Integrations
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About

Blueleaf is an automated reporting and communications platform that is a comprehensive tool for advisors who want to report on the money they manage, the business they run and communicate with clients. It includes branded client updates and reports, performance reporting, account aggregation, billing and invoicing, and portfolio monitoring.

Contacts

https://www.blueleaf.com/

https://www.linkedin.com/company/blueleaf.com/

https://twitter.com/blueleafadvisor

Products / Services

Reporting
Billing & Invoicing
Client Engagement
Business Intelligence
Financial Data Processing
Account Aggregation

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Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

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Partnership: 0

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Partnership: 0

Advizr | Orion Advisors Services

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Integrations: 33

Partnership: 0

RightCapital

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Integrations: 25

Partnership: 0

HiddenLevers

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HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...

Integrations: 25

Partnership: 0

Totum Risk

Portfolio Reporting, Risk Profiling, TAMP

Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their...

Partnership

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