Advisors
- Adding Manual or Offline Assets to Blueleaf
- Display Individual Benchmarks on Client Reports
- Setting up alerts for document uploads
- Blueleaf How-to Guide for BL Administrators
- Managing inactive and $0 accounts
- Creating Households (a.k.a. Clients)
- Report Center: Personalize Your Intro Message
- Why we deliver support "email first"
- How do I delete a custodial account?
- Managing an Office or a Large Firm by Creating Users
- How to demonstrate Blueleaf to prospective clients
- How to set up transaction alerts
- Merging client households
- How Do I Add Disclosures and Compliance Language to Blueleaf?
- Assigning Accounts to Households (a.k.a. Clients)
- Changing the name and type of an account, as an advisor
- How long before new client accounts show up in Blueleaf?
- How to Create a .pdf (Static) Report
- Custom Allocation: combining multiple asset classes
- Custom Allocation: creating categories and classes