Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Blueleaf

Blueleaf is an automated reporting and communications platform that is a comprehensive tool for advisors who want to report on the money they manage, the business they run and communicate with clients. It includes branded client updates and reports, performance reporting, account aggregation, billing and invoicing, and portfolio monitoring.

Blueleaf
  • Reporting
  • Billing & Invoicing
  • Client Engagement
  • Business Intelligence
  • Financial Data Processing
  • Account Aggregation
Blueleaf

Companies that integrate with Blueleaf

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Advizr
Advizr | Orion Advisors Services
Advizr is a simple, personalized tool to help employees achieve their financial goals, whether they’re paying off student loans or saving for retirement.
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.

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Blueleaf

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