Blueleaf Adds AdvisoryWorld Analytics & Proposal Generation to Growing Partner List

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Blueleaf, a Cambridge-based wealth management platform for financial advisors, this week completed an integration partnership with portfolio analysis, investment planning and proposal generation tool AdvisoryWorld.

Blueleaf CEO and Founder John Prendergast

At the end of the day, our mission is to help make the financial advisory business more scalable, allowing advisors to deliver better service to more clients.

Blueleaf, a Cambridge-based wealth management platform for financial advisors, this week completed an integration partnership with portfolio analysis, investment planning and proposal generation tool AdvisoryWorld. The new addition, billed by several large RIAs as “A Value-Added Alternative to Morningstar Workstation and Zephyr”, should be a strong complement to already existing Blueleaf connections to financial planning tool MoneyGuidePro and advisor preferred CRMs Redtail and Grendel.

“With Blueleaf as the data and client interaction hub combined with AdvisoryWorld and MoneyGuidePro, Blueleaf offers advisors a complete best of breed solution that includes a client portal, performance reporting, data aggregation, financial planning, and analytics,” said Kevin Flynn, Blueleaf Head Coach, from Blueleaf’s Cambridge office this morning. “Our open systems approach allows us to offer multiple choices for Analytics, CRM, Financial Planning, and Rebalancing with many more to come.”

Blueleaf, established in 2009 by CEO John Prendergast, has experienced explosive growth in the past twelve months and established itself as a major player in the wealth management software industry. In addition to AdvisoryWorld, MoneyGuidePro, Redtail, Grendel, and Red Black, they also connect via API to Kwanti and Hidden Levers, will soon offer several Salesforce integration options.

“We’ve worked hard to develop relationships with vendors and custodians who bring value to the advisors on our platform,” said John Prendergast, CEO and founder of Blueleaf. “AdvisoryWorld is the latest in a long line of strong partners who share our philosophy about providing great service and simplicity to advisors. At the end of the day, our mission is to help make the financial advisory business more scalable, allowing advisors to deliver better service to more clients.”

Blueleaf and AdvisoryWorld offer free trials to give advisors an opportunity to test the software before subscribing to it. Financial Advisors with an interest in Blueleaf and their integration partners can visit http://www.blueleaf.com/advisor/ to learn more.

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John Prendergast
Blueleaf
(617) 855-5323
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