Trust
Security & compliance
SOC 2ISO 27001PCI DSS
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Client portal and portfolio tracking for financial advisors.
Pricing
Starts at $75/mo
Founded
2009
Team size
11-50 employees
Headquarters
Cambridge, MA
At a glance
Best for
Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Tiered plans
Try before you buy
Free trial · Free plan
Integrates with
Amazon Web ServicesMultiple Custodians And Broker DealersBank of AmericaFidelityAPI For Third Party Data Sharing
Security
SOC 2ISO 27001PCI DSS
About Blueleaf Client
Client portal and portfolio tracking for financial advisors.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: Yes
Free plan: Yes
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Startup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Blueleaf Client
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