Blueleaf

COMMUNITY FEEDBACK SCORE

5.00

1 Reviews

Unverified Vendor

Blueleaf

Unverified Vendor

COMMUNITY FEEDBACK SCORE

5.00
1 Reviews

RANKINGS & RATINGS

RANK

32.7
Investment Management Software

5 / 154

ABOUT Blueleaf

Blueleaf Representatives: We attract thousands of visitors to our website daily. Our visitors would benefit substantially from an accurate description of Blueleaf. To learn more about us and manage and complete your brand description, please click here.

Work for Blueleaf? Manage Profile

Most helpful positive review

3 people found the following review helpful

BLUELEAF REVIEW

By Michelle Gabudao

on June 24, 2023

The features of this software are overwhelming! Being an all-in-one portal for advisors with a simple, clear, and beautiful format, weekly branded updates and reports, assured security in .. more

Most helpful critical review

There are no negative reviews on Blueleaf.

REVIEWS 1
POSITIVE 100% 1 Reviews
NEGATIVE 0% 0 Reviews
NEUTRAL 0% 0 Reviews

WRITE YOUR REVIEW

RECORD YOUR REVIEW

Michelle Gabudao

Other

Level1Contributor

Member since Apr 2016
Philippines

Review Distribution (600)

Excellent (437)
Very Good (163)
Average (0)
Poor (0)
Terrible (0)

600Reviews

500Helpful votes

Message

Full Profile

Michelle Gabudao

Other

LEVEL 1 CONTRIBUTOR
600 reviews
500 helpful votes
REPLY TO REVIEW

Positive Review

BLUELEAF REVIEW

Reviewed on June 24, 2023

Validated Review |

Review Source Alert

This reviewer was offered an incentive for completing this review.

Used FOR: Investment Management Software in 2016

What was the best part about using Blueleaf?

There are a lot of impressive features of this financial relationship management software but what I like most about Blueleaf is its Branded Client Updates. This weekly releases software updates for each of Reviews their clients. Plus, Reviews their reporting format is very simple and clear; the numbers, information on assets, and performances are Reported in a simplified way, to not overwhelm the clients.

What would you change about your experience with Blueleaf?

There is nothing not likeable about this software. Their service and platforms show that they have designed software with Reviews their end-users in mind, and this makes the company preferred by many.

Overall Feedback

The features of this software are overwhelming! Being an all-in-one portal for advisors with a simple, clear, and beautiful format, weekly branded updates and reports, assured security in sharing of information, multi-format / channel reporting of performance, integrated data and high-end infrastructure ; Blueleaf is worth an investment. Benefit from their free trial and discover how it can help your company.

Was this review helpful to you?
Yes
No