Blueleaf

Blueleaf powers the augmented advisory experience. Blueleaf's industry-leading platform includes automated reporting and communication capabilities to help advisors serve their clients, grow their business and live their lives. Blueleaf is more than reporting, it's automated information delivery for both advisors and clients. The Blueleaf platform offers business analytics and benchmarking, investment and performance reporting, automated communications, prospecting tools, account aggregation and billing. Blueleaf takes the complexity out of wealth management.