Features Blueleaf Advisor
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.
Financial Tools
Manage your finances and track your expenses easily.
Smart Home
Control and monitor your home with smart features.
Automotive
Manage and monitor your vehicle with smart features.
See the Blueleaf Advisor in Action
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Available for Android 8.0 and above