Last Updated on July 19, 2023 by John Prendergast
Blueleaf’s aggregation-as-a-service is a finalist for the prestigious 2023 Wealth Management Industry Award, honoring outstanding achievements that support financial advisor success.
Blueleaf is on a mission to make aggregation a better experience for advisors and their clients. Account aggregation can be one of the easiest and fastest ways for an advisor to demonstrate value for a new prospect and improve service with existing clients.
By combining aggregators to access more institutions, and managing tech support, Blueleaf’s aggregation-as-a-service is setting a new standard for the industry. It is an honor for us to receive the top wealth management award from this distinguished panel of judges.“The Industry Awards serve as a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy at WealthManagement.com.
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