Incredibly Simple Document Sharing

You’ve told us that you want Blueleaf to deliver our brand of simplicity and ease of use to document sharing. We’ve heard you and it’s here.

(Ready to get started? Jump ahead.)

Automated Integration with Dropbox

We’ve partnered with Dropbox to bring you the very best in document sharing for your clients. Dropbox has over 40 million users and is growing at nearly twice the rate of anyone else that provides a document sharing platform.

Why Dropbox? Because it just works.

We won’t spend lots of time telling you about all the incredible features you get as part of Dropbox, they do that a lot better than we do. At the end of this post, we’ve included links to resources that tell you about all their features, supported platforms and partners. We use their software everyday at Blueleaf and know firsthand how amazing they are. We want to deliver that same experience for you. Here’s what we do for you.

One button is all it takes

That’s it, just sign in to your Blueleaf account, click one button and we’ll set up dropbox folders for you and all your clients on the blueleaf system. We’ll set up all the folders automatically and manage things for you. And it will look like this:

You’ll have secure, anywhere, anytime access to any client document you want organized by client/household. Then, when you’re ready, we’ll invite clients and allow them to access their folders. They’ll get the same secure, anywhere, anytime access to the documents you provide to them, and they’ll be able to securely provide documents to you as well. Documents are accessible on the web or right on their personal computers as if you saved the documents right there for them. This is document sharing that just works.

It’s all included in the price of the Blueleaf Advisor platform

That’s right, no extra charge or separate bill. It’s all included. Up to 2GB of document storage for free. Just think of it as one of the benefits of being part of Blueleaf nation: group of some of the best financial advisors in the world who are dedicated to making clients lives better through simplicity and transparency.

To get started

Don’t have a Blueleaf Advisor Account?

  1. Go to our For Advisors page and click the “Try it now” button.

Already have a an account?

  1. Sign in to your Blueleaf Advisor account.
  2. Go to Document Sharing.
  3. And click the big blue button.

More about Dropbox…

Looking for more information on all the amazing things Dropbox can do for you? Here you go:
Learn more about amazing Dropbox features.
Find out more about mobile access options.
Or browse Dropbox many application partners.

We hope you’ll love this new addition to Blueleaf Advisor.

John Prendergast 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.