Blueleaf
Blueleaf : Reviews, Pricing, Features & Alternatives
Blueleaf is an Operations Management Software. Review Blueleaf : Overview & Pricing
Blueleaf Overview : Features, Pricing, Reviews & Alternatives
Blueleaf is an Operations Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Blueleaf is listed as a Operations Management Software for companies and is used for Financial Services …
Blueleaf prices are available on demand .
Simplify your practice, win more clients.
What is Blueleaf ?
Developer of a financial platform designed to expand access to high-quality financial advice. The company’s platform offers account aggregation that automatically discovers assets, a portal that proactively directs itself to deliver value to clients, and eliminates traditional reporting tasks and operational burden, enabling financial advisors to increase their income and help them gain more customers.
Blueleaf works with everyone. Blueleaf is approved and integrated with a wide variety of custodians, brokers, and other financial institutions that it works with. Sophisticated automation for wealth management companies to speed reporting, billing and client engagement, business intelligence, and financial data processing. Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful and easy to run on the market.
Blueleaf Review : Pros & Cons
Pros & Cons
When it comes to finding the right Operations Management tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Blueleaf, and as you may have guessed from the title, this review will tell you more about Blueleaf’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Blueleaf Pros : Key Benefits
– SaaS platform
– Scalability and integration
– Frequent releases / updates
– High Compatibility
Blueleaf Cons
– Con : Custom integrations can come at a price.
Blueleaf Features
Here is the list of the main features of this computer software :
– SaaS software
– Cloud Services
– Accounting Management
– Client Portal
– Performance Metrics
– Investment Management Features
Main function & Pro Features
– SaaS software
– Cloud Services
– Accounting Management
– Client Portal
– Performance Metrics
– Investment Management Features
Blueleaf Integrations
Blueleaf may integrates with applications & plugins : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Blueleaf Pricing
The Blueleaf pricing plan is available on request, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Blueleaf offers several pricing plans :
– Free Trial : $ 0 per user / per month
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand
| Free Trial | Start | Professional | Enterprise | Premium |
| $0 | Price on demand | Price on demand | Price on demand | Price on demand |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Software Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : No information
Free plan : Yes, free version
Freemium : Freemium software
Starting price : Prices can vary depending on your business needs.
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Blueleaf is a cloud-based Operations Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
blueleaf is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : …
Hotline : Yes
Training options : …
Industry & Customers
Who use Blueleaf ?
This software package is tailored to business needs : SME …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Large Company, Medium Company, Startup …)
Blueleaf Screenshots & Images : UI, dashboard …
Blueleaf Business Software Pricing
Blueleaf Features & Overview
Blueleaf Screenshot
Videos
Video #1
Blueleaf Reviews
Here is our opinion on Blueleaf : this is an innovative operations management software to experience .
Blueleaf User Reviews & Ratings
Online and customer reviews of Blueleaf software are quite plentiful and overall medium :
Overall rating : 3/5
Value for money : 3/5
Functionality : 3/5
Usefulness : 3/5
Ease of use : 3/5
User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks :
Your Customer Review on Blueleaf
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Blueleaf ? What is your likelihood to renew ?
FAQs
Why use a Operations Management Software ?
Enterprise Operations software helps automate the day-to-day administrative and business functions that keep your business running smoothly, such as: Invoicing, Contact Management, Employee Management, Order and Inventory Management, Task and Time Tracking. time. Business Operations software helps manage a business in all its aspects.
Main functions are : High availability, Role-Based Access Control, integrations …
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Operations Management Software Review
Company details
Developed by BLUELEAF, Inc. (@blueleafadvisor on Twitter)
HQ location : USA
Founded in 2010 by John Prendergast
Total revenue : $1.2M
Industry : B2B SaaS company
Software Category : Operations Management Software
Schema : SoftwareApplication > BusinessApplication
Tags : …
Website : visit blueleaf.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Blueleaf is independent in order to highlight the strengths and weaknesses of this Operations Management Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Blueleaf Alternatives
If you’re understanding the drawbacks and you’re looking for a Blueleaf alternative, all the competitors are listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to Blueleaf
Under construction
You can also take a look at other business apps, like our Complyadvantage review and our Firmwater review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Operations Management Software to find out which one is right for your needs. Discover how these Operations Management Software compare to Blueleaf when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
