Blueleaf provides data reporting and client interaction software for financial advisors. Blueleaf Advisor provides simplified performance reporting, either online or printed, that eliminates the headaches and costs of typical quarterly reports. Investors can access a branded client portal to see information on all of their accounts in one place, such as balances, performance allocation and detailed holdings.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
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