Blueleaf Advisor is made and published by Blueleaf Wealth. AppBrain is an independent app data site and isn't affiliated with Blueleaf Wealth. The app name, icon, screenshots and description belong to Blueleaf Wealth and are shown as published on the App Store.

About Blueleaf Advisor

Blueleaf Advisor is a finance app developed by Blueleaf Wealth.

What is the rating of Blueleaf Advisor?

Blueleaf Advisor is rated 3.00 out of 5 stars, based on 2 ratings.

Is Blueleaf Advisor free?

Blueleaf Advisor is free. The app size is 31.67 MB. The latest version available is 1.5.3. The last update was on January 30, 2026.

What are the requirements for Blueleaf Advisor?

The app has a content rating of Everyone. The app has been available on the App Store since December 2021.

Description by Blueleaf Wealth (from the App Store)

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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Screenshots

Screenshots by Blueleaf Wealth, from the the App Store listing

3.00 · 2 reviews

Official page on the App Store

Alternatives to Blueleaf Advisor

Changelog of Blueleaf Advisor

No changelog data

Developer information for Blueleaf Wealth

Blueleaf Wealth

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App Store Rankings for Blueleaf Advisor

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Technologies used by Blueleaf Advisor

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Blueleaf Advisor