Speed is a feature!

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So is better client invitations and improved client settings access.

Short version:

1. Blueleaf.com completed a big hardware upgrade to make the whole application MUCH FASTER.
2. You can now easily change your clients’ Blueleaf settings.
3. We’ve improved the emails that invite your clients to Blueleaf.

Details below!



We broke out the big wrench!

1. Speed, speed speed

We did a major hardware upgrade to make the site faster and more responsive for you and your clients.  Most importantly, the upgrade is designed to prevent site slowdowns during times of major system demand. The early indications are that it worked fantastically and the system is more responsive than ever. There are a few glitches that we’re cleaning up. In particular you may notice missing images. We should get that fixed up over the next couple of days.

2. You can now easily edit your clients’ Blueleaf settings
A number of advisors (and their clients) have told us that they would like to be able to change clients’ Blueleaf settings directly rather than walking their clients through the process.  Now you can!

To do so, just go to the client’s Blueleaf portal as usual; you’ll now see a “Preferences” link in the left-hand sidebar, which enables you to change the client’s email settings, photo, even reset their password if they need it.

3. Better client invitations

We received some great feedback on the emails that get sent to clients when you invite them to Blueleaf. Based on that feedback, we’ve modified the email’s language and design to make it clearer and more likely to to get attention.

To see the new invitation, when you’re inviting your clients to Blueleaf, just click “Preview” next to send button.

As always, please keep the feedback coming to vipsupport@blueleaf.com!

John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.