Blueleaf
The complete wealth management platform
Ranked #8 in Best wealth management software.
Blueleaf is a comprehensive wealth management platform combining reporting, communication, and automation. It offers a powerful yet simple system for firms seeking growth.
At a glance
| Best for | firms seeking growth and exceptional delivery |
From Blueleaf's own website.
Facilities and features
Its website also mentions:
- Published pricing
- Mobile app
What stands out
Blueleaf integrates with a wide variety of custodians and financial institutions.
“Blueleaf works with everyone you do”Blueleaf, own website
The product uses per household pricing to deliver better value than account-based models.
“Pricing per client household delivers more value than account-based or AUM models”Blueleaf, own website
How it ranks
Blueleaf is ranked 8th of 10 in Best wealth management software (Lister Score 80.0).
#8 in Best wealth management software · Lister Score 80.0
Integrates with a wide variety of custodians and financial institutions.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 12; buying information on its own site 8.
“Blueleaf is an all-in-one wealth management system with the best-in-class advisor and client experience in reporting, billing, and rebalancing.”Blueleaf, own website
| Rank | Best wealth management software | Score |
|---|---|---|
| 1 | PreciseFP | 98.0 |
| 2 | Nitrogen | 90.0 |
| 3 | eMoney Advisor | 88.0 |
| 4 | Asset-Map | 86.0 |
| 5 | Addepar | 84.0 |
| 6 | AssetBook | 84.0 |
| 7 | Envestnet | 84.0 |
| 8 | Blueleaf | 80.0 |
| 9 | Orion Advisor Solutions | 80.0 |
| 10 | SS&C Advent | 76.0 |
Frequently asked questions
How does Blueleaf rank on Lister?
Blueleaf is ranked 8th of 10 in Best wealth management software (Lister Score 80.0).