integrations

Blueleaf's Integration with Redtail

Blueleaf’s Integration with Redtail

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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!

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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.…