Finlocity

Blueleaf

REBALANCING
ANALYTICS & REPORT
CLIENT ENGAGEMENT

Emerald Sponsor

ABOUT

Modular Wealth Software for a Mobile/Remote World. Interactive and Traditional Reporting, Trading and Rebalancing, Billing, Practice Management, Data Aggregation, Integrations, and support for you and your clients. Our vision is that your wealth management business should be simple enough to run from your mobile phone or anywhere you want. Come talk to us about how to simplify your practice.

CAPABILITIES

  • Rebalancing/Trading
  • Reporting
  • Practice Management
  • Data Aggregation

CONTACT INFORMATION

711 Atlantic Ave, 5th Fl

Boston MA, 02111