About Blueleaf.com

About company

Blueleaf is a financial relationship management platform that helps its users simplify wealth management workflows. It leverages client information to help financial advisors build profitable relationships. It allows its users’ clients to track and understand all their assets in one place. The platform provides live reporting access through its users’ branded portals, including balances, performance, allocation, detailed holdings information, and weekly push updates as well as data-sharing and collaboration technologies. Blueleaf was launched in 2010 and is based in Boston, Massachusetts.