Blueleaf Completes Partnership with Scottrade Including a Direct Data Feed

Share Article

Blueleaf, a Cambridge, MA based data, reporting and client interaction platform, announced this week that they have completed a partnership with Scottrade including a direct data feed.

Blueleaf, a Cambridge, MA based data, reporting and client interaction platform, announced this week that they have completed a partnership with Scottrade including a direct data feed. Responding to demand from smaller, rapidly growing advisory firms for a more cost effective client portal, account aggregation and performance reporting solution, Blueleaf, the fastest growing name in wealth management software, appears to have tapped into another underserved market segment.

“This is just the latest in a series of direct data connection and integration projects being put in place for smaller, high growth advisory firms,” said John Prendergast, CEO of Blueleaf, from their Cambridge headquarters this morning. “Scottrade, unlike many other custodians, has a platform geared toward firms with under $100 million in AUM. With our new partnership and direct data feed, Scottrade advisors can now benefit from Blueleaf’s platform and pricing that is flexible enough to cost effectively deliver the same world class infrastructure and client experience to any size firm.”

Established in 2009, Blueleaf charges as little as $150 per month for advisors who have less than $10 million in AUM. Discounts are available for annual payments, referrals, and for placing a Blueleaf badge on your website. Advisors with more than $10 million AUM pay $250, $350, or $450 per month, depending on the total number of client households.

“Our service is affordable for any size advisory firm,” said Blueleaf Head Coach Kevin Flynn. “Our flexible platform and pricing make Blueleaf a perfect compliment for Scottrade and the advisors they serve. It’s critical that advisors have tools that don’t price them out of business as they grow.”

Blueleaf offers a thirty-day free trial to give advisors an opportunity to use the software with their live data and clients. Advisors with an interest in Blueleaf and their partners network can visit http://hub.am/19pVml7 to learn more.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

John Prendergast
Blueleaf
(617) 855-5323
Email >
Follow us on
Visit website