Revenge of the Client: A Blueleaf Video Demo

Spread the love

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! Delivered by FeedBurner

John Prendergast is the co-founder and CEO of Blueleaf. He serves on the board of WiredTiger, a developer cloud optimized databases. He is also the founder and organizer of the Lean Startup Circle Boston. In addition to his decade and a half as an entrepreneur, John spent nearly a decade as an investment banker and financial advisor.