Sophisticated automation for wealth management firms, now available on your mobile phone. This app is for advisors subscribed to Blueleaf. Securely access client information on the go. Bookmark clients for quick access or search across your entire portfolio in seconds. Running your practice has never been so simple.
With Blueleaf Advisor, you can:
- Save and access info on your clients with a few taps
- Check the balances of your client’s accounts
- Understand how market conditions have impacted your client’s performance
- Review current investment holdings.
With Blueleaf Advisor, you can:
- Save and access info on your clients with a few taps
- Check the balances of your client’s accounts
- Understand how market conditions have impacted your client’s performance
- Review current investment holdings.
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