Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market. Intuitive, powerful reporting and alerting for your business, your clients and you. Manage the complexity of wealth management billing with a Rexible and easy-to-manage billing system.

Blueleaf simplifies tracking all your savings and long-term financial goals while making everything you own transparent, understandable, and controllable. Complete transparency into every single account and investment. See what you’re actually invested in. …

2010-2025 Blueleaf Wealth, Inc. All rights reserved. Patent pending.

Blueleaf combines Portfolio Reporting, Account Aggregation, Client Portal & data integration to deliver the industry's easiest to use advisor software platform

Having trouble and need help signing in to your account? Email VIP Support for assistance. img-wealth-management.blueleaf.com is provided by your financial advisor through Blueleaf. © 2025 Blueleaf Wealth, Inc. All rights reserved.

Having trouble and need help signing in to your account? Email VIP Support for assistance. advisorservices.blueleaf.com is provided by your financial advisor through Blueleaf. © 2025 …

Forgot your password? Welcome back! Having trouble and need help signing in to your account? Email VIP Support for assistance.

forgot password?

Get clear, customizable insights into the business you run and the clients you serve. Reporting for managed, held-away, offline assets and alternatives via print, web, email and text message. Apply Blueleaf’s business intelligence and analytics to benchmark …

Questions about how to use Blueleaf? You're in the right place!