Audience

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

About Blueleaf

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.

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Pricing

Starting Price:
$195.00/month

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 1.0 / 5
ease 2.0 / 5
features 2.0 / 5
design 2.0 / 5
support 2.0 / 5
More Reviews Write a Review

Company Information

Blueleaf
www.blueleaf.com

Videos and Screen Captures

Blueleaf Screenshot 1
Blueleaf Screenshot 1
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Product Details

Platforms Supported
Cloud

Blueleaf Frequently Asked Questions

Q: What kinds of users and organization types does Blueleaf work with?
Q: What languages does Blueleaf support in their product?
Q: What other applications or services does Blueleaf integrate with?
Q: How much does Blueleaf cost?

Blueleaf Product Features

Investment Management

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

Blueleaf Verified User Reviews

Write a Review
  • R. T.
    President
    Used the software for: 2+ Years
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "A mediocre product that doesn't even offer prorated refunds"

    Posted 2025-07-10

    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.

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

    Read More...
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