Blueleaf Advisor
Blueleaf Wealth Finance iPhoneiPadiPod touch
Blueleaf Advisor is a free Finance app for iPhone and iPad by Blueleaf Wealth. Rated 3.0/5 from 2 ratings. Requires iOS 15.1. Updated January 30, 2026.
- Rating
- 3.0
- 2 ratings
- Price
- Free
- on the App Store
- Size
- 32 MB
- Age 4+
- Updated
- Jan 30
- 2026 · v1.5.3
Screenshots
About Blueleaf Advisor
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 portfolio in seconds. Running your practice has never been so simple. With Blueleaf Advisor, you can: - Save and access info on your clients with a few taps - Check the balances of your client’s accounts - Understand how market conditions have impacted your client’s performance - Review current investment holdings.
What’s new
Version 1.5.3 · Updated January 30, 2026
Bug fix for time frame selector bug.
App privacy
The developer, Blueleaf Wealth, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Identifiers: User ID
- Usage Data: Product Interaction
- Contact Info: Email Address
Used for: Analytics, App Functionality
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Diagnostics: Crash Data, Performance Data, Other Diagnostic Data
Used for: Analytics, App Functionality
Alternatives to Blueleaf Advisor
Looking for apps like Blueleaf Advisor? Here are 6 similar apps on the App Store. The highest rated is Altruist Client (4.8/5), and all 6 are free to download.
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Altruist Client
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Schwab Advisor Center® Mobile
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RightCapital
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Ameritas Retirement
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myAdvisorLink
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Blueleaf Advisor | 3.0 / 5 (2 ratings) | Free | January 30, 2026 | |
| Altruist Client | 4.8 / 5 (1,630) | Free | Oct 8, 2026 | Compare |
| Schwab Advisor Center® Mobile | 2.5 / 5 (44) | Free | Jul 30, 2026 | Compare |
| RightCapital | 3.8 / 5 (49) | Free | Apr 14, 2026 | Compare |
| Ameritas Retirement | 2.0 / 5 (41) | Free | Sep 19, 2026 | Compare |
| Orion Wealth Management Portal | 3.8 / 5 (26) | Free | Sep 15, 2026 | Compare |
| myAdvisorLink | 3.3 / 5 (13) | Free | Nov 4, 2025 | Compare |
Compare Blueleaf Advisor with the top alternatives: ratings, updates, ASO score and keyword gaps →