Blueleaf Knowledge Base
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Advisors

  • Setting up Blended Benchmarks
  • Report Center: Generate Reports Across Multiple Clients
  • How to set up an integration with a Blueleaf partner
  • Assigning Clients to Advisors
  • Adding clients without custodied assets
  • Setting up Benchmarks Based on Allocation Targets
  • Wealthguard: advisor and client messaging
  • Blueleaf and Portfolio Accounting/Management Systems
  • Custom Allocation: client portal settings
  • Troubleshooting Printed Reports coming out Black and White
  • Where do I find my Blueleaf API key?
  • How To Integrate Blueleaf with inStream financial planning
  • Archiving Blueleaf communications for compliance purposes
  • How to send a performance report with a simple link
  • Custom Allocation: setting allocation targets
  • How to Find and View Households (a.k.a. Clients)
  • Wealthguard: creating threshold models
  • Wealthguard: activating an account
  • Adding a phone number to Blueleaf
  • How do I schedule an Automated Information Delivery?
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Categories

  • Advisors
  • Blueleaf Billing
  • Client
  • WealthGuard
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