Blueleaf Knowledge Base
  • Contact
  • Contact

Advisors

  • Setting up Benchmarks Based on Allocation Targets
  • Display Individual Benchmarks on Client Reports
  • Setting up Blended Benchmarks
  • Adding Manual or Offline Assets to Blueleaf
  • BAA AccountView: Adding a New Custodian
  • Client Experience Settings
  • Selecting the "marketing contact" for a client
  • Core Custodian List
  • How can I add a client's held-away accounts?
  • How to create a performance report including multiple time periods
  • How to Invite Clients (or Prospects) to their Blueleaf Households
  • Linking to the "My Financial Advisor" mobile app
  • Changing a client name
  • Mobile App Welcome Message
  • Branding Your Blueleaf Account
  • How to set up MFA for your Blueleaf login as an advisor
  • How do I delete a client?
  • Why is Blueleaf secure? 3 simple reasons
  • Wealthguard: Review and Alert thresholds explained
  • How do I delete a manually entered holding?
  • 1
  • 2
  • 3
  • 4

Categories

  • Advisors
  • Blueleaf Billing
  • Client
  • WealthGuard
No results found

© Blueleaf 2023. Powered by Help Scout