Integrations /Custodians & Portfolio Management

Get started with Wealthbox + Blueleaf

Modern CRM integrated with automated reporting and communication for the win!

Overview

Blueleaf is an automated reporting and communications platform that is a comprehensive tool for advisors who want to report on the money they manage, the business they run and communicate with clients. The integration allows advisors to view Blueleaf balances, performance, allocation, and detailed holdings in Wealthbox.

View Blueleaf account balances within Wealthbox and launch into Blueleaf via single sign-on.

“The Wealthbox integration with Blueleaf is amazing. Stellar execution. This is exactly why I switched to Wealthbox.”

Greg Brown

Pathway Planning

Get started with Wealthbox + Blueleaf

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