External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Small
- Solo
Product Description
Product Positioning
Client-facing portfolio reporting and automated communication platform for independent financial advisors.
Description
Blueleaf provides client-facing account aggregation, performance reporting, and automated client communications for independent advisors, giving clients a consolidated portfolio view and advisors recurring engagement with minimal manual effort.
Integrations
blueleaf has 17 integrations in our directory
Search below to find what you're looking for
- AdvisoryWorld Level 3
- Axos Advisor Services Level 3
- BillFin Level 3
- Hidden Levers Level 3
- Income Lab Level 3
- inStream Wealth Level 1
- intelliflo Red/Black Level 3
- Interactive Brokers.1 Level 3
- Kwanti Level 3
- MoneyGuide Level 3
- Nitrogen Wealth Level 3
- PreciseFP Level 3
- Redtail Level 3
- RightCapital Level 3
- SSG Institutional Level 1
- Wealthbox Level 3
- XLR8 Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
None
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
None
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal features
None
Developer sandbox URL
No
