Blueleaf Announces Wealth Management’s First Aggregation-as-a-Service with Direct Client Support

Last Updated on June 20, 2023 by John Prendergast

Blueleaf advanced its leadership position in account aggregation with its new system that accesses more than 25,000 institutions from multiple aggregators, the most in the industry. The system is accessible via Blueleaf’s leading multi-channel client experience. It is also available stand-alone for large enterprises to integrate into their own applications.

Blueleaf’s aggregation-as-a-service eliminates the tech support burden on advisors and enhances an advisor’s distinction with advanced functionality and custom branding. Blueleaf has tracked 92% client satisfaction with the new service, turning aggregation from a headache into an opportunity for advisors to provide greater value to their clients.

“This is the best aggregation system I’ve seen in 30 years in wealth management,” said John DeVincent, former eMoney EVP. “Blueleaf’s innovative platform addresses the critical challenges faced by wealth management advisors and sets a new standard for excellence.”

See the full press release.

Related:

• Aggregation-as-a-Service for Holistic Wealth Management
• The Complete Guide to Account Aggregation

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Also published on Medium.