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TECHNOLOGY PROVIDERS Account Aggregation
BLUELEAF WEALTH INC.
Aggregation as a Service
Account aggregation is inconsistent and frustrating technology. While open banking initiatives are making progress, it’s not enough. No single aggregator connects to all institutions. When they do connect, the data can be incomplete or stale. Most connections are still dependent on passwords that can change or fail. Worst of all, advisors have to do tech support for their clients. Blueleaf's initiative combines several aggregators in a single platform, an intuitive user experience, and
direct client support from Blueleaf. This approach relieves advisory firms of any tech support burden. Multiple sources ensure better connectivity, data quality, and problem resolution, yielding happier clients.
Blueleaf is a leading all-in-one platform for wealth managers, RIAs, and broker-dealers, delivering exceptional advisor and client experiences while simplifying time-consuming operations. Blueleaf's comprehensive platform reduces the complexity of running a wealth management practice, freeing practitioners to efficiently serve more clients. Blueleaf combines reporting, multi-channel advisor & client experience (Web, Mobile & Email), rebalancing & trading, billing & invoicing, and automation technologies in a user-friendly interface that delights advisors and their clients. Blueleaf is integrated with and approved by a variety of custodians, broker-dealers, and other financial institutions, including Charles Schwab, Fidelity, TD Ameritrade Institutional, Raymond James, and Pershing. John Prendergast, the co-founder of Blueleaf, co-hosts The Augmented Advisor, a ‘must-listen’ podcast for advisors, RIAs, wealth managers, and B/Ds featuring industry leaders sharing their tools and insights to succeed in a digital world.
168 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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