BlueLeaf

Blueleaf is a complete wealth management platform for registered investment advisors (RIAs), broker-dealers, and enterprise advisory firms. The platform combines client engagement, investment reporting, automated billing, and portfolio rebalancing into a single system. Its client portal delivers proactive messaging, mobile and web reports, and document vault access — with firms reporting up to 90% monthly client engagement. Blueleaf integrates with major custodians including Charles Schwab, Fidelity, Interactive Brokers, and BNY Mellon Pershing, and automates fee billing with flexible rules across custodial and held-away assets.