More Clients, More appreciation, Less work

Reporting Communications Platform

Delivering the right information to the right client at the right time via the right channel.

Prospecting Tools (New)

Close like a boss. Build trust and win clients faster by easing prospects through your funnel. 

Our vault allows two-way sharing right in our portal with UNLIMITED FREE storage

Document Sharing

Customize your fees, communicate to your clients and get paid quickly with less work.

Billing (New)

We already work with everyone you do

Just some of the fantastic custodians we work with

Don't just take our word for it

Our customers say it all

I've  closed every single prospect in the last year using Blueleaf. These guys really have growth figured out!

I've grown over 100% in the last 12 months in number of clients and assets I'm managing. I couldn't have done it without Blueleaf.

Frequently asked questions

How does the free trial works?

Our 10 day trial is 100% free and does not require credit card information to start. If at the end of your trial you would like to upgrade, great. If not, you can cancel your account altogether, or let us mark it as inactive for you to come back to later.

No. You get the full featured, unlimited version of Startup completely free for 10 days. Once you’re ready to upgrade, you may choose a plan which suits your needs.

Do I need to choose a plan now?

Can I switch plans later?

Absolutely. You can switch between our paid plans, or cancel your account altogether, whenever you like. We will adjust any payments accordingly.

We accept payments from MasterCard, Visa, Visa Debit and American Express. We do not accept PayPal. Remember, you do not need to supply card details to start your free trial.

What payment types do you accept?

Growing advisors #1 Growth Platform

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© 2014 Startup. All Rights Reserved

Founder and CEO at Square Inc

Johnathan Doe

Michael Slats

Project Lead at

We've turned reporting into a Growth Engine leveraging a unique mix of Behavioral Design, Automation and Analytics.

Growth Tools For Financial Advisors

Do more for your clients with our simple, Integrated components and workflows to help you grow financial advisory relationships

Client Portal

Open 24 hour/day. World class advice now includes world class access and transparency

Tracking & Alerting

Know before they do. Track assets anywhere automatically so you know BEFORE your clients.

Client Communication

Show clients your value. Automated communications that build client confidence.

Account Aggregation

See it, service it, grow. With access to over 21,000+ institutions you'll see it all.

Performance Reporting

Reports that build relationships. Traditional reporting doesn't do it. But our dashboards do. 

Alternative Investments

Track alternative & private investment performance alongside other client assets.

All the tools you need to grow your advisory business in one place.

Begin your trial now!


If a Blueleaf coach is available, they can set you up right now! Start the conversation by sending the name of your custodian.

You can create a FREE-forever account and try our paid features for 14 days!


Reporting Communications Platform

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