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About

Axisoft is a top-notch financial technology provider with offices in Hong Kong, Singapore, Shanghai, Zhuhai, and ShenZhen. Since 1998, we have been helping global top-tier private banks to improve their profitability through the deployment of our solutions in several countries. Our uniqueness comes from our profound domain knowledge in both finance and technology, the expertise of the best-in-class industry solutions, the capability of implementing quality applications, and our dedication to the most professional local support. At Axisoft, all professionals possess solid knowledge in both finance and technology. Our cross-domain knowledge enables us to understand and analyze financial problems and requirements, hence, applying the most appropriate technology to financial institutions achieve their business objectives. Our solutions have consistently received acclaim from the technology industry.

About

Better reporting, billing & invoicing, trading and rebalancing, client engagement, business intelligence and financial data processing for wealth managers. Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market. Get simple, customizable insights that impress, on both the assets you manage and the business you run. Deepen relationships with clients and prospects and communicate critical information in a way everyone can understand. Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver's seat.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Private banks and financial institutions seeking a solution to streamline their services and improve their wealth management business

Audience

Companies seeking a solution to improve their reporting, billing & invoicing, trading and rebalancing processes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$195.00/month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 1.0 / 5
ease 2.0 / 5
features 2.0 / 5
design 2.0 / 5
support 2.0 / 5

Pros & Cons from Real Users

Pros

  • 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.

Cons

  • 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.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Axisoft
Founded: 1998
China
www.axisoft.com

Company Information

Blueleaf
www.blueleaf.com

Alternatives

Alternatives

Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
Surecomp RIVO

Surecomp RIVO

Surecomp
KBQuest WMS

KBQuest WMS

KBQuest

Categories

Wealth Management Supported

Categories

Investment Management Features

Accounting Management Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Integrations

Everysk Not Supported
MoneyGuide Not Supported
Nitrogen Not Supported
RightCapital Not Supported
Riskalyze Not Supported
Square POS Supported

Integrations

Everysk Supported
MoneyGuide Supported
Nitrogen Supported
RightCapital Supported
Riskalyze Supported
Square POS Not Supported
Claim Axisoft and update features and information
Claim Axisoft and update features and information
Claim Blueleaf and update features and information
Claim Blueleaf and update features and information