Blueleaf Advisor

By: Blueleaf Wealth App

Simplify your practice

Overview

Apple Apps Store

Version:

1.5.3

Last updated: 2026-01-30

#840,590 ▼ 14,502

Features & Capabilities

Sophisticated automation for wealth management firms, now available on your mobile phone. This app is for advisors subscribed to Blueleaf. Securely access client information on the go. Bookmark clients for quick access or search across your entire portfolio in seconds. Running your practice has never been so simple.

With Blueleaf Advisor, you can:

Save and access info on your clients with a few taps
Check the balances of your client’s accounts
Understand how market conditions have impacted your client’s performance
Review current investment holdings.

User Growth & Download Statistics

App

By:

Blueleaf Wealth

Rating:

Version:

1.5.3 Last updated: 2026-01-30

Version code:

881945757

Creation date:

2021-12-17

Compatible devices:

Size:

31.67MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-07-16

Compare stats and ranking:

Ranking

# 840,590 ▼ 14,502

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

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Developed by:

Blueleaf Wealth

Apple Apps Store

https://apps.apple.com/us/app/blueleaf-advisor/id1584023514

Website:

https://www.blueleaf.com/

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