Advisors
- Client Experience Settings
- Manage Templates for Automated Client Emails
- Setting up alerts for document uploads
- Core Custodian List
- Changing a client name
- Document Sharing Overview
- Share documents with all clients
- Set up default subfolders for all clients
- How to exclude specific accounts from performance
- Add an email address without inviting the client
- Resending client invitations
- Assigning Accounts to Households (a.k.a. Clients)
- How to create a performance report including multiple time periods
- Display Individual Benchmarks on Client Reports
- Adding a phone number to Blueleaf
- Upload Email Addresses to Households
- Setting up separate logins for spouses (as an advisor)
- Time-Weighted Returns in Blueleaf
- Blueleaf How-to Guide for BL Administrators
- Custom Allocation: setting allocation targets