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Modern CRM integrated with automated reporting and communication for the win!
Overview
Blueleaf is an automated reporting and communications platform for financial advisors who want to report on the money they manage, the business they run, and communicate with clients. The integration with Wealthbox allows advisors to view Blueleaf balances, performance, allocation, and detailed holdings.
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“The Wealthbox integration with Blueleaf is amazing. Stellar execution. This is exactly why I switched to Wealthbox.”
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