Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
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.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.