Blueleaf.com

Blueleaf, a leading provider of Financial Relationship Management Software, is reinventing software for the wealth management industry to deliver an unparalleled growth engine.

We are not your fathers client reporting system.

Blueleaf has reinvented client reporting to become a proactive growth tool for wealth management firms. Our reporting delivers branded touches to clients automatically, creating client value on behalf of advisory firms and gathering key insights to drive firm growth with unparalleled automation.