Integrations /Custodians & Portfolio Management

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

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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.

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

Webinar Recording

How Advisors use the Blueleaf + Wealthbox Integration to Make Wealth Management a Breeze

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Resources

Help Center Article

Enable in Wealthbox

Blog Post

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

Greg Brown

Pathway Planning