Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $195.00/month
  • Pricing Details
    10 Households
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • Blueleaf
  • www.blueleaf.com/

About Blueleaf

Have all your client, prospect, and portfolio data where and when you need it.


Spotlight media placeholder

Blueleaf Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Blueleaf Reviews


No reviews, be the first!