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.


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Blueleaf Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Blueleaf Reviews

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