EMBRACING TECHNOLOGY


 
 
 
https://blog.blueleaf.com/blueleaf-video-demo/

Custodians

The custodians we've chosen provide flexibility, efficiency and a platform to implement investment plans.  Stewards to your assets, they are cutting edge in their offerings and enhance our ability to manage your investments, all while providing a first class service model.   

 
 
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Client Portal

We want to provide clients a simple and elegant window into their financial life.  Our client portal simplifies tracking all your savings and long-term financial goals while making everything you own transparent, understandable, and controllable.

 
 
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Planning Engine

Presented with an elegant look and feel, our planning engine provides interactive, easy-to-use tools that can be shared by advisors and clients.  Behind the scenes a rigorous and robust calculation engine quickly generates accurate results.