Blueleaf Knowledge Base
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Advisors

  • How to Create a .pdf (Static) Report
  • How do I schedule an Automated Information Delivery?
  • Display Individual Benchmarks on Client Reports
  • How can I add a client's held-away accounts?
  • Custom Allocation: What is the Portfolio Drift Tolerance?
  • Custom Allocation: editing allocations for a security
  • Custom Allocation: creating models for allocation targets
  • Custom Allocation: creating categories and classes
  • Custom Allocation: combining multiple asset classes
  • Custom Allocation: client portal settings
  • Custom Allocation: alert settings
  • Custom Allocation: setting allocation targets
  • Core Custodian List
  • Setting up Benchmarks Based on Allocation Targets
  • Setting up Blended Benchmarks
  • Adding Manual or Offline Assets to Blueleaf
  • Selecting the "marketing contact" for a client
  • How to Invite Clients (or Prospects) to their Blueleaf Households
  • Changing a client name
  • Branding Your Blueleaf Account
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Categories

  • Advisors
  • Custom Allocations
  • Held-Away Accounts
  • Integrations
  • Mobile App
  • Reporting
  • Settings & Branding
  • Blueleaf Billing
  • Client
  • WealthGuard
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