Preview
Description
Sophisticated automation for wealth management firms, now available on your mobile phone. This app is for advisors subscribed to Blueleaf. Securely access client information on the go. Bookmark clients for quick access or search across your entire client list in seconds. Running your practice has never been so simple. With Blueleaf Advisor, you can: - Search all your clients by name or email, and sort by name or account value - Bookmark clients for quick access - Check the balances of your clients' accounts - Understand how market conditions have affected your clients' performance - Review current investment holdings - See a client's Blueleaf Engage feed, react to posts, and reply privately (for firms using Blueleaf Engage) Clients: this app is for advisors. To view your accounts, download My Financial Advisor.
What's New
Version 2.0.0 2026-11-03
Blueleaf Advisor 2.0 - Search your whole client list by name or email. Search now covers every client, not only the ones loaded on your phone. - Sort clients b... Technical Analysis
Package Overview Basic metadata
Bundle ID
com.blueleaf.advisor-mobile Current Version 2.0.0
Minimum iOS 15.1
Package Size App Store Size
Package Metadata 0 / 3 version records
Detailed binary, privacy manifest, framework, and Info.plist results have not been indexed for this package yet. The verified App Store and archive metadata above remains available.
Developer Information
Known Version Records
0 version records with stored package metadata • 3 known version records
Stored metadata does not guarantee a package is currently available to download.
| Details | Version / IDs | Version date | Action |
|---|---|---|---|
| Not archived | App Store ID: 881945757 | Unknown | Request Version |
| Not archived | App Store ID: 860744560 | Unknown | Request Version |
| Not archived | App Store ID: 843910488 | Unknown | Request Version |