Revenge of the Client: A Blueleaf Video Demo

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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.

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John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.