My Financial Advisor -Blueleaf

Blueleaf Wealth

About this app

Welcome to My Financial Advisor! We’ve created this app to answer the questions like - How much money do I have? Is it more or less than last time? Why did it change? These are the top questions people, like you, typically ask, and your advisor has made it easy to get answers anytime, anywhere. With My Financial Advisor, you can:

- Check the balances of individual accounts or your entire portfolio.
- Understand how market conditions have impacted your performance
- Review your current investment holdings.
- Get in touch with your advisor through multiple channels.

Because your advisor cares, they’ve made it easier and more convenient to see your complete financial picture straight from your pocket.

If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today.

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Ratings and reviews

I'm very excited about this app! Some room for improvement on contrast, though. The green is too light to provide adequate contrast to the white text. People who have compromised eyesight will definitely struggle. I will update this review if this improves.

Not a great user experience. Also sometimes capital inflow is confused with investment performance.

Terrible! Sooo frustrating trying to get in. Doesn't accept user name and password. Takes at least 3 times to get in. Then kicks me out for no reason. Bring back the prior Blue Leaf app.