Blueleaf Support Center


  • Custom Allocation: combining multiple asset classes

    To simplify your asset allocation, you have the option to combine multiple classes into a new custom class. 1...

    Oct 24, 2017 02:02PM EDT
  • Changing a client name

    There are two ways to change a client's name. From the client's preferences section: 1. Access the client's ...

    Oct 18, 2017 02:55PM EDT
  • Why we deliver support "email first"

    You may have noticed that at Blueleaf, you're more likely to hear from our support team via email then via pho...

    Jun 15, 2018 03:05PM EDT
  • Setting up Blended Benchmarks

    Step 1: Set up custom asset classes and assign them to your securities If you haven't already set up your ass...

    Jul 05, 2018 09:43AM EDT

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