Blueleaf Advisor

1.3.3

Blueleaf Wealth

0.00

0 reviews

100+
Downloads

Free

Simplify your practice, win more clients.

100+ downloads

About Blueleaf Advisor

Blueleaf Advisor is a finance app developed by Blueleaf Wealth.

How many times has Blueleaf Advisor been downloaded?

Blueleaf Advisor has been downloaded 330 times. In the last 30 days, the app was downloaded 4 times.

What is the rating of Blueleaf Advisor?

Blueleaf Advisor has no ratings yet.

Is Blueleaf Advisor free?

Blueleaf Advisor is free to download. The APK download size is 29.42 MB. The latest version available is 1.3.3. The last update was on November 28, 2023.

What are the requirements for Blueleaf Advisor?

The app has a content rating of Everyone. The app has been available on Google Play December 2021.

Description

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.

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More data about Blueleaf Advisor

Price	Free to download
Total downloads	330
Recent downloads	4
Rating	No ratings
Ranking	Not ranked
Version	1.3.3
APK size	29.4 MB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

App Performance Report

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Alternative downloads for the Blueleaf Advisor app

Blueleaf Advisor compared with similar apps

Common keywords of similar apps

Blueleaf Practice Clients Access Advisor

Keywords missing from this app

Financial App Investment Accounts View Advisors Account Portfolio Client Information Bank Investing Services Connect Performance Data Wealth Rbc Track Management Security Fundify Manage Ameriprise Investments Registered Investors Mobile Recent Online Features America Asset Market Purple Net Comerica Startup Merrill Securely Worth Ai Privacy Make Early Secure Device

Downloads over time

Blueleaf Advisor has been downloaded 330 times. Over the past 30 days, it has been downloaded 4 times.

Changelog of Blueleaf Advisor

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Developer information for Blueleaf Wealth

Blueleaf Wealth

info@blueleaf.com

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Google Play Rankings for Blueleaf Advisor

This app is not ranked

Technologies used by Blueleaf Advisor

Blueleaf Advisor is requesting 8 permissions and we don't have library information (yet).
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