Blueleaf
Financial Management
active
Boston, USA
Community Ratings
Active Users
Former Users
Overall Rating
2.1
(4 ratings)Active: 4Former: 0
Features
2.3
(4 ratings)Active: 4Former: 0
Reliability
2.2
(4 ratings)Active: 4Former: 0
Performance
2.1
(4 ratings)Active: 4Former: 0
Security
1.9
(4 ratings)Active: 4Former: 0
Value for Money
1.9
(4 ratings)Active: 4Former: 0
Customer Service
1.9
(4 ratings)Active: 4Former: 0
Ease of Use
1.9
(4 ratings)Active: 4Former: 0
Integrations
2.2
(4 ratings)Active: 4Former: 0
Total Active Reviews: 3Total Former Reviews: 0
About Blueleaf
Blueleaf is a financial management platform designed for advisors to streamline client reporting, data aggregation, and communication.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Client reporting
data aggregation
automated communication
portfolio tracking
Pros
Easy to use
excellent customer support
comprehensive reporting
Cons
Limited customization options
occasional data sync issues