Blueleaf Knowledge Base
  • Contact
  • Contact

Advisors

  • Setting up alerts for document uploads
  • Manage Templates for Automated Client Emails
  • 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
  • Custom Allocation: creating categories and classes
  • 1
  • 2
  • 3
  • 4

Categories

  • Advisors
  • Custom Allocations
  • Held-Away Accounts
  • Integrations
  • Mobile App
  • Reporting
  • Settings & Branding
  • Blueleaf Billing
  • Client
  • WealthGuard
No results found

© Blueleaf 2025. Powered by Help Scout