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Blueleaf Advisor

Simplify your practice
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1 of 175 storefronts
Content in en-US
2 Ratings
3.0
★★★★★
Age Rating
4+
Years
Language
EN
Size
33.2
MB

Information

Apple ID1584023514
Bundle IDcom.blueleaf.advisor-mobile
SellerSeller
Min iOS15.1
Min macOS12.0
Device familiesiphone, ipod
Released2021-12-17
Copyright© 2009-2026 Blueleaf Wealth, Inc.
WebsiteLink ↗
Privacy policyLink ↗

Preview 1 platform

iPhone 3 images

iPhone screenshot
iPhone screenshot
iPhone screenshot

What’s New Version 1.5.3

Bug fix for time frame selector bug.

Description

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.

Accessibility

ipadiphonemacrealityDevicetvoswatch

Version history 3 versions

Build 881945757v1.5.32026-01-30 16:53:13
Bug fix for time frame selector bug.
Build 860744560v1.5.252026-01-22 18:21:29
New bottom navigation replaces swiping only Update balances and performance graphs Updated client list with built in favoriting Updated client sorting
Build 843910488v1.02021-12-17 14:33:18

No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.

Availability 1 of 175 storefronts

RegionLanguagePriceRatingsAvgVersion
US en-USFree23.01.5.3

Not available in: AE, AF, AG, AI, AL, AM, AO, AR, AT, AU, AZ, BA, BB, BE, BF, BG, BH, BJ, BM, BN, BO, BR, BS, BT, BW, BY, BZ, CA, CD, CG, CH, CI, CL, CM, CN, CO, CR, CV, CY, CZ, DE, DK, DM, DO, DZ, EC, EE, EG, ES, FI, FJ, FM, FR, GA, GB, GD, GE, GH, GM, GR, GT, GW, GY, HK, HN, HR, HU, ID, IE, IL, IN, IQ, IS, IT, JM, JO, JP, KE, KG, KH, KN, KR, KW, KY, KZ, LA, LB, LC, LK, LR, LT, LU, LV, LY, MA, MD, ME, MG, MK, ML, MM, MN, MO, MR, MS, MT, MU, MV, MW, MX, MY, MZ, NA, NE, NG, NI, NL, NO, NP, NR, NZ, OM, PA, PE, PG, PH, PK, PL, PT, PW, PY, QA, RO, RS, RU, RW, SA, SB, SC, SE, SG, SI, SK, SL, SN, SR, ST, SV, SZ, TC, TD, TH, TJ, TM, TN, TO, TR, TT, TW, TZ, UA, UG, UY, UZ, VC, VE, VG, VN, VU, XK, YE, ZA, ZM, ZW

Change log 7 changes · US

releaseNotes updated
Bug fix for time frame selector bug.
description updated
Sophisticated automation for wealth management firms, now available on your mobile phone. This app is for advisors subscribed to Blueleaf. Securely access clien
subtitle updated
Simplify your practice
name updated
Blueleaf Advisor
Version 1.5.3 released
Bug fix for time frame selector bug.
Version 1.5.25 released
New bottom navigation replaces swiping only Update balances and performance graphs Updated client list with built in favoriting Updated client sorting
Version 1.0 released
expanded screenshot