Blueleaf

Blueleaf aggregates accounts in one place with an easy to use web based client portal within a single, secure tool. Providing an interactive wealth ‘performance’ platform for advisors and their clients, Blueleaf features an intuitive interface, powerful integrations and multiple financial planning options to meet clients' every need.

In-depth analytics help gauge the financial health of clients. Clients organize their financial life with their own digital wealth management portal. Clients have access to their personal financial website from wherever they are and on any device they choose. Access your personal Media Hub right from your Advisor Homepage.

Security matters. Our applications are backed by modern data centers that use industry-best security and encryption. With Blueleaf, you'll have peace of mind that your data is always protected.