Blueleaf 认领应用

Blueleaf is reinventing the work of Wealth Management. Blueleaf's platform reimagines and simplifies wealth management workflows. Through a unique data backbone, combined with reporting, document sharing, account aggregation, proactive client engagement technology and new CRM and Financial Planning tools we make advisor prospecting more effective, increase share of wallet with current clients and automate engagement and service with existing clients to help grow a business or reclaim an advisor's time. As a result, our customers are growing faster than Betterment and Wealthfront while delivering industry leading client satisfaction.