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You Don’t Need AI to Effectively Engage Your Clients

How to Engage Clients Like Major Media: Blueleaf CEO in Advisor Perspectives

FusionIQ Chooses Blueleaf For Enhanced Advisor and Client Experience

Blueleaf’s Aggregation System is a Finalist for a 2023 Wealth Management Industry Award

Blueleaf Announces Wealth Management’s First Aggregation-as-a-Service with Direct Client Support

How AI Will Change the Way You Experience Wealth Management Software

John DeVincent Joins Blueleaf Advisory Board

Former eMoney Advisor EVP John DeVincent has joined the Blueleaf Advisory Board. Charles Clark, former SVP at eMoney Advisor, also recently joined the Board. Jason Henrichs, CEO of Alloy Labs and host of Breaking Banks, the world’s largest financial…

Blueleaf CEO in Advisor Perspectives — Can technology Make Advisors Happy?

Blueleaf Expands Executive Ranks with Appointment of EVP of Business Development

WealthTech leader Tim Minert joins the Blueleaf team as EVP of Business Development. Minert has 30+ years in wealth management and technology. He served as Chief Revenue Officer at…