Blueleaf, a leading provider of Financial Relationship Management Software, is reinventing software for the wealth management industry and delivering an unparalleled growth engine.
Headquarters
Boston, MA
Size
11-50 Employees
Industry
Finance/Insurance, Enterprise Software
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Blueleaf is a leading provider for Financial Relationship Management Software. We are reinventing software for the wealth management industry to deliver an unparalleled growth engine.
We are not your father's client reporting system.
Blueleaf has redeveloped client reporting to become a proactive growth tool for wealth management firms. Our reporting delivers branded touches to clients automatically, creating client value on behalf of advisory firms and gathering key insights to drive firm growth with unparalleled automation.
Office locations
Boston, MA, US
Tech stack
Application & data
Ruby / Ruby on Rails
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