ByAllAccounts Reseller Spotlight Series: Blueleaf

By ByAllAccounts Reseller Spotlight Series on Monday, April 28th, 2014

Blueleaf Coaches
(877) 882-5287
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Key Facts

About Blueleaf:

There are more than 10,000 users on the Blueleaf platform.

Core Services offered: 

Beautiful client portal, automated performance reporting, proactive portfolio monitoring, client engagement tracking, and the industry’s fastest growing network of software integration partners, so users can bring Blueleaf with them wherever they go.

About the CEO:

John Prendergast is the co-founder and CEO of Blueleaf. He serves on the board of WiredTiger, a developer of cloud optimized databases. He is also the founder and organizer of the Lean Startup Circle Boston. In addition to his decade and a half as an entrepreneur, John spent nearly a decade as an investment banker and financial advisor.

What the firm does:

Blueleaf is a financial advisor's ultimate client engagement platform.  Blueleaf equips advisors with the tools needed to keep clients informed and engaged all year long, automatically.  Our intuitive client portal includes deeply embedded account aggregation, simplified performance reporting, automated client communication and sophisticated engagement tracking, document sharing and billing.
Providing a Holistic View

Use cases/ways that clients use the aggregated data Blueleaf delivers:

  • Proactively monitor both custodied and held-away assets

  • Provide simplified client centric performance reporting available, paperless on-demand or traditional .pdf

  • Expand business model to include fees for held-away accounts

  • Connect data with other software systems

  • Prospecting leveraging automated data gathering

How offering access to institutional-quality financial account data from ByAllAccounts, across a multitude of account types and thousands of investment sources, has helped Blueleaf’s advisory clients to grow their practices:

Account aggregation alone helps advisors grow their business, but Blueleaf turbo charges the effect of aggregation by deeply embedding it with a state of the art, easy-to-use client engagement platform. For example, your clients on Blueleaf have the simple ability to add held-away accounts and “other” assets to the platform’s portal without the advisor helping or asking - and users love this simplicity. Across the board, Blueleaf is helping advisors grow their business in unexpected ways.

Click here for a specific story about the moment one user realized his “data problem” was actually his business growing by $1.5 million, overnight.  :  

You may also be interested in:

Two must-have client communication elements you may be missing (Blog post by John Prendergast, CEO, Blueleaf)

 What data sources information do you need to get started with account aggregation? (Blog post by Cynthia Stephens, VP of Marketing, ByAllAccounts)

Learn more about our aggregation services in our Online Learning Center


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