Blueleaf Advisor

Blueleaf Wealth

About this app

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.

What’s new

Blueleaf Advisor 2.0
- Search your full client list by name or email
- Sort by name or account value
- No limit on client list size; loads as you scroll
- More reliable bookmarks
- New Feed tab for firms using Blueleaf Engage
- Clear message for clients who sign in by mistake
- Faster and more stable on current devices