Blueleaf - PreciseFP


Bluealeaf is a sophisticated automation tool for Wealth Management Firms for rebalancing, accelerated reporting, billing & invoicing, client engagement, business intelligence and financial data processing.

How does the integration work?

Our integration with Blueleaf lets you automatically update account balances on a daily basis. You are able to configure the integration to create new financial accounts in your client/prospect profiles.

Read more in our knowledge base

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