Blueleaf Description

Enhanced reporting, invoicing, trading, rebalancing, client interaction, business intelligence, and financial data management tailored for wealth managers. Blueleaf integrates reporting, communication, and automation solutions to construct a system that stands out for its power and ease of use in the marketplace. Obtain straightforward, customizable insights that captivate, focusing on both the assets under your management and the operational aspects of your business. Strengthen connections with clients and potential clients while conveying essential information in an easily digestible manner. Save valuable time and improve efficiency through automated processes for delivery, billing, and account upkeep, allowing you to regain control over your workflow. Additionally, the platform's user-friendly interface ensures that managing complex financial data becomes less daunting and more intuitive.

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NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Crafted to cater to your requirements and surpass your anticipations, our solution enables substantial operational efficiencies for your wealth management firm by unifying your various platform relationships into a singular multi-asset, multi-currency investment platform. Reclaim complete authority over your client offerings by showcasing your brand, personal investment solutions, and your customized platform fees. Eliminate the administrative overhead and the support responsibilities tied to other platform providers. We possess and manage our technology, ensuring the highest degree of automation throughout the platform. Our adaptable APIs play a crucial role in facilitating timely and electronic data exchanges with external partners, effectively minimizing the dual-entry workload that your business would otherwise face. Additionally, for wealth firms leveraging Intelliflo Office as their back-office system, our platform provides a real-time, two-way interface for the seamless electronic submission of all client-related information, making operations smoother and more efficient than ever before. This integration not only optimizes workflows but also enhances the overall client experience by ensuring that information is always up-to-date and accessible.
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Pricing

Pricing Starts At:
$195.00/month

Integrations

View Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support
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Company Details

Company:
Blueleaf
Website:
www.blueleaf.com

Media

Blueleaf Screenshot 1
Blueleaf Screenshot 1
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Product Details

Platforms
Web-Based

Blueleaf Features and Options

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Blueleaf User Reviews

Write a Review
  • Name: R. T.
    Job Title: President
    Length of product use: 2+ Years
    Used How Often?: Monthly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A mediocre product that doesn't even offer prorated refunds

    Date: Jul 10 2025

    Summary: I would look elsewhere. It may be less expensive than some of the other options, but you get what you pay for.

    Positive: Competitively priced. That is about all I can say as far as the positive aspects of Blue Leaf. My only regret is that I didn't switch to another reporting sooner.

    Negative: I have used this product for 3+ years. They are not client friendly. They don't offer phone support, only email. This for a product that costs $5K a year.

    Their software is not very intuitive.

    Support is only by email, i.e. no phone support.

    And now that I have moved to performance another they refuse to provide a prorated refund. Every subscription service I know offers prorated refunds, be it cell phone service, TV streaming, audio streaming, etc.

    Read More...
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