John Prendergast

Speed is a feature!

Speed is a feature!

So is better client invitations and improved client settings access.

Short version:

1. 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!



We broke out the big wrench!

Revenge of the Client: A Blueleaf Video Demo

Revenge of the Client: A Blueleaf Video Demo

Blueleaf II, The Revenge of the Client

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.

Questions? Click Tab On Left

Watch Our Blueleaf Advisor
Portfolio Monitoring Demo Here

Subscribe by email and learn how to fight back poor client experience and become a Scalable Advisor as part of #blnation

Enter your email address in the box below!
©Copyright 2010-2019 Blueleaf Wealth, Inc.