Understanding The New Advisor Navigation

The new advisor navigation design is here, giving you quick access to all the features you use in Blueleaf. Here are the key changes:

1. Documents, Reports and Settings links moved to the left nav

Previously accessible from the top, the Dashboard, Documents, Reports and Settings links have been moved to the left nav. Access to Alerts remains at the top.

Old navigation:

New navigation:

2. Search, Add Client and Privacy Mode moved to the left nav

Previously accessible from the top, you now access the Client Search, Add Client and Privacy Mode features from the left nav.

Old navigation:

New navigation:

If you're viewing Blueleaf in a smaller browser window, you may need to click the arrow below the search bar, in order to see the Add Client and Privacy Mode buttons.

3. New sub-menu options available

When you scroll over Clients, Accounts, Holdings or Settings, there are sub-menu options to help you navigate directly to the page that you need. For example, instead of clicking "View Accounts", then clicking "Assign Accounts", you can navigate to account assignment directly from the left nav.

Tip: clicking the navigation link (eg: Clients) will keep the sub-menu on the screen, even if you scroll away from it

4. Collapsible navigation

Click the arrow to collapse the menu for additional screen space