For part 2 of this panel discussion, check out Competing Against Robo-Advisors Pt. 2.
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.
In the last installment of our series, we left our heroes in the Blueleaf Advisor interface. But Blueleaf is about making both the Advisor AND Client experience better. Here is what Blueleaf looks like on the client side.
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