Blueleaf Advisor
Blueleaf Advisor Summary
Blueleaf Advisor is a mobile Android app in Finance by Blueleaf Wealth. Released in Dec 2021 (4 years ago). It has about 298+ installs Based on AppGoblin estimates, it reaches roughly 41 monthly active users . Store metadata: updated Dec 12, 2023.
Recent activity: 16 installs this week (19 over 4 weeks) showing exceptional growth View trends →
Store info: Last updated on Google Play on Dec 12, 2023 .
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App Description
Simplify your practice, win more clients.
Sophisticated automation for wealth management firms, now available on your mobile phone. This app is for advisors subscribed to Blueleaf. Securely access client information on the go. Bookmark clients for quick access or search across your entire portfolio in seconds. Running your practice has never been so simple.
With Blueleaf Advisor, you can:
- Save and access info on your clients with a few taps
- Check the balances of your client’s accounts
- Understand how market conditions have impacted your client’s performance
- Review current investment holdings.
