Vendor
Blueleaf
Blueleaf is a complete wealth management platform that offers high-engagement client experiences alongside reporting, billing, and rebalancing capabilities.
CHATHAM, GB
Official websiteSector footprint
One company, every side of the market
WealthThis site
Blueleaf
Blueleaf is a complete wealth management platform that offers high-engagement client experiences alongside reporting, billing, and rebalancing capabilities.
Capability matrix
| Capability | Blueleaf |
|---|---|
| Account Aggregation | ● |
| Client Portal | ● |
| Portfolio Management | ● |
Parent organization
Blueleaf
Founded
2009
Scale
1 sector presence