Advisors
- Blueleaf How-to Guide for BL Administrators
- Changing a client name
- How do I schedule an Automated Information Delivery?
- How to set up an integration with a Blueleaf partner
- Setting up Blended Benchmarks
- Report Center: Generate Reports Across Multiple Clients
- Merging client households
- How to Create a .pdf (Static) Report
- Setting up Benchmarks Based on Allocation Targets
- Setting up alerts for document uploads
- Changing the name and type of an account, as an advisor
- Custom Allocation: creating models for allocation targets
- Managing an Office or a Large Firm by Creating Users
- Custom Allocation: setting allocation targets
- Branding Your Blueleaf Account
- Why we deliver support "email first"
- Custom Allocation: creating categories and classes
- How to set up MFA for your Blueleaf login as an advisor
- Wealthguard: advisor and client messaging
- Assigning Clients to Advisors