Blueleaf Client Performance Reporting
Blueleaf simplifies tracking all your savings and long-term financial goals while making everything you own transparent, understandable, and controllable.
– Track Everything –
See all your accounts in one, secure place. Achieve your goals faster by seeing how all your accounts work together.
– Better Decisions –
Collaborating with your family and advisor. Settings allow you to control what others have access and control over.
– Total Transparency –
Complete transparency into every single account and investment. See what you’re actually invested in.