My Financial Advisor -Blueleaf
My Financial Advisor -Blueleaf Summary
My Financial Advisor -Blueleaf is a mobile Android app in Finance by Blueleaf Wealth. Released in May 2021 (4 years ago). It has about 3.1K+ installs and 15 ratings with a 3.33★ (mixed) average. Based on AppGoblin estimates, it reaches roughly 380 monthly active users . Store metadata: updated Mar 27, 2026.
Recent activity: 122 installs this week (137 over 4 weeks) showing exceptional growth View trends →
Store info: Last updated on Google Play on Mar 27, 2026 .
3.33★
Ratings: 15
Screenshots
App Description
Helping you get the most out of your relationship with your financial advisor
Welcome to My Financial Advisor! We’ve created this app to answer the questions like - How much money do I have? Is it more or less than last time? Why did it change? These are the top questions people, like you, typically ask, and your advisor has made it easy to get answers anytime, anywhere. With My Financial Advisor, you can:
- Check the balances of individual accounts or your entire portfolio.
- Understand how market conditions have impacted your performance
- Review your current investment holdings.
- Get in touch with your advisor through multiple channels.
Because your advisor cares, they’ve made it easier and more convenient to see your complete financial picture straight from your pocket.
If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today.
Powered by Blueleaf
