“I hope he NEVER pays us,” admits CEO of software company

“I hope he NEVER pays us,” admits CEO of software company

Business conferenceIt happened yesterday.

During a 10:30am meeting in downtown Boston, the CEO of a financial services software company exclaimed, “I hope he NEVER pays us,” to a room full of employees.

Everyone nodded.

While most CEOs – and other top executives – focus their teams on how to funnel more and more customers through their sales process, and collect more and more money from customers once they’re in, Prendergast doesn’t feel the need to fit that standard.…

How Blueleaf Put Advisor Katie Stokes in the WSJ

How Blueleaf Put Advisor Katie Stokes in the WSJ

New software can be thrilling to learn about, fun to try, turn out to be “exactly what you’ve been waiting for” and change your business for the better.

This is NOT how Katie’s story started.

Effortless Client Communications

I called Katie Stokes, CFP®, Director of Financial Planning at J.E. Wilson Advisors, to say thanks after she raved to The Wall Street Journal about her Blueleaf.…

15 Things to Consider When Shopping for Account Aggregation

15 Things to Consider When Shopping for Account Aggregation

Shopping for account aggregation can feel overwhelming.

There’s a lot to consider. What can you expect? What should you ask about? What’s acceptable and what’s not? Dare we say, what do you deserve?

It’s important to think about these things. Some advisors fall into “aggregation aggravation” and wind up feeling stuck with a system that’s too expensive, too complex, and a nightmare to use.…

How To Create LIVE Financial Reports in Google Spreadsheet [VIDEO]

Static reports are dead.

Really. They’re physically dead [static (adj.) “lacking in movement, action, or change”] and metaphorically dead as financial advisors move toward live data reporting options.

Live financial data is easy to get your hands on. It’s HOW you use the live data that matters.

I recently recorded a conversation (below) with one advisor who uses live, publicly available data from Google Finance (similar to Yahoo Finance, etc) to build highly-customized reports in Google Spreadsheets. …


A “Data Problem” Grew This Advisor’s AUM by $1.5M

Certain “data problems” are actually growing advisory businesses.

A typical Thursday morning.

new york city viewIt’s a typical Thursday morning in New York City as one experienced financial advisor begins his day. Logging into his new portfolio monitoring dashboard, the advisor notices one of his clients’ accounts is reporting a doubled value. Sigh… a data problem.

He sends a quick email to the software company, “Double-counting of account today… Can you look into it?”

Advisors: Beware The Rise of the "Franken-Product"

Advisors: Beware The Rise of the “Franken-Product”

The Advisor Technology Dilemma

Software, you have. You have a CRM system to manage your communications and tasks. You have a financial planning system to create the long-term analysis that clients depend on. You have a performance reporting system to show clients how they’re doing. You have account aggregation to see a complete view of client assets.…

What is an API? Invitation to the Blueleaf Block Party

What is an API? Invitation to the Blueleaf Block Party

open the door and come on in

Many of you know that Blueleaf has an open API.

What you may not know is how an API benefits your business. Today we’re going to fix that.

What’s an API?

API stands for ‘application program interface’. You can read more about it around the web, but to simplify things, just think about an API like a door.…


Free at last! Thank God Almighty, we are free at last!

03/28/2013, 9:06am EST – Breaking News from J.E. Wilson Advisors, LLC

This morning we received an email from a Blueleaf customer that generated some hubbub around the office. With the customer’s permission, we’d like to share his firm’s good news:


“John- We are looking forward to our first “non-quarterly report” quarter. Should make the first week or two of April more enjoyable.”

Blueleaf's Integration with Redtail

Blueleaf’s Integration with Redtail

redtail hearts blueleaf

Just in time for Valentine’s Day… Blueleaf partners with Redtail!

We’re very excited to announce our integration with Redtail Technology. It’s never been this EASY to sync your data with Redtail. Copy, paste, done. This integration brings users a complete package: Custodial account feeds, account aggregation (held-away accounts), and manual / offline assets are automatically updated every day from ONE source.…

Integration With MoneyGuidePro!

Integration With MoneyGuidePro!


We made a new friend!

We’re very excited to announce our new integration with leading financial planning software, MoneyGuidePro! Combining our secure, hassle-free, single-source data connection with MGP’s powerful planning tools, the life of a financial planner in the digital age has never been better.

With all of your client data in one place, including offline and held-away assets, data management is a one-and-done deal.…