blueleaf.com

blueleaf, a leading provider of financial relationship management software, is reinventing software for the wealth management industry to deliver an unparalleled growth engine. we are not your fathers client reporting system. blueleaf has reinvented client reporting to become a proactive growth tool for wealth management firms. our reporting delivers branded touches to clients automatically, creating client value on behalf of advisory firms and gathering key insights to drive firm growth with unparalleled automation. blueleaf advisor includes: - reporting that is so simple it actually answers client questions rather than creating them - account aggregation that automatically discovers assets - portal that proactively reaches out to deliver value to clients - automation to eliminate traditional reporting tasks and operational burden a reporting system that drives firm growth. you'll never look at reporting the same way again. learn more on our website: blueleaf.com