Making things simple is hard.
Many promise that they offer wealth managers easy-to-use reporting and client experience with great support.
But that voice in your head is telling you to be careful.
You know it’s tough to do both well.
Making something truly simple is much harder than it looks. Anyone who has tried knows this.
The research, the design, the engineering, the cost—it all adds up. And most don’t have the stomach for it.
Even worse, when a product is hard to use, delivering great support to customers costs everyone more.
The only answer is to make a product so good it needs little support.
But when help is needed, it has to be the best in the industry.
This is what Blueleaf has done.
We’ve made a platform for wealth managers that is a pleasure to use and supported by the best service in the industry.
How do we know?
We know it’s simple because the # of support requests per customer drops year after year.
We know the support is great because our satisfaction scores are consistently in the mid 90s.
We’ve made the complex stuff simple just for advisors who are passionate about their client experience.
Try us today and experience the difference
PS “Simplicity is the ultimate sophistication.”
— Leonardo da Vinci
