So is better client invitations and improved client settings access. Short version: 1. Blueleaf.com completed a big hardware upgrade to make the whole application MUCH FASTER. 2. You can now easily change your clients’ Blueleaf settings. 3. We’ve improved the emails that invite your clients to Blueleaf. Details below! -Ben ============== We broke out the big [...]
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It’s true. Blueleaf has no salespeople. But why? Are we a bunch of hippies uninterested in profit? Given that I spent time as an investment banker, not likely. Does our team have a thing against polyester? Well, maybe. But that’s not the whole story. Our goal is to create happy customers. So I have a question for you: when was the last time you thought, ‘I’m so glad that salesperson called!?’ Our team had trouble remembering too. In fact, we don’t believe that traditional selling is an effective way to make people happy.
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We’ve heard from many of you that you want help with your billing calculations. You want it simple, flexible, and automatic. And now it’s here. Billing at the touch of a button. Billing should be simple. You should be able to turn it on, tell us how you bill and get a file with all your calculations in a format that is easy to change and audit. And it should be as simple as a spreadsheet. So that’s what we’ve done …
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You’ve told us that you want Blueleaf to deliver our brand of simplicity and ease of use to document sharing. We’ve heard you and it’s here. Automated Integration with Dropbox. We’ve partnered with Dropbox to bring you the very best in document sharing for your clients. Dropbox has over 40 million users and is growing at nearly twice the rate of anyone else that provides a document sharing platform. Why? It’s because it just works.
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Yes, it’s another important question that’s hard to answer…unless you’re using Blueleaf. You could just look up the stocks you own, and find out how many shares of AAPL you have. And if you don’t own Apple stock you’re done, right? Well…not quite. What about the mutual funds you own? Do you know the which stocks are in each, and how much? The best way to do this used to be look up the fund on the web, and go to town with your favorite spreadsheet application.
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For a long time I’ve been frustrated that no matter where I hold my savings and retirement accounts, I can’t find out what kind of returns I’m getting.
Seems strange, right? Most people want to know the market returns of their investments — for example, I might like to know how my particular investment choices compare to an index like the S&P 500 — but most financial institutions …
