Blueleaf
Under review· 5Wealth management platform for financial advisors with reporting, rebalancing/trading, and billing/invoicing. Per-household pricing model.
Active plans
4
Total changes
11
Last change
Jun 20, 2026
Price trend
no history
What we know about Blueleaf’s pricing
VolatileChanges in 12 months
56
60 all-time
Cadence
Every 3 weeks
Direction
New plan recently added
Category position
Middle of the pack for Finance & Accounting (1721 compared)
Current pricing
Complete Platform
monthly$279/mo
From $279/month (annual equivalent)
- Reporting & Client Experience
- Rebalancing & Trading
- Billing & Invoicing
Reporting & Client Experience
monthly$165/mo
From $165/month (annual equivalent)
- Client portal, mobile app
- Multi-source aggregation
- Paper/PDF reporting with automation
- Advisor interactive client reporting
- Practice management system
- API for data sharing
Rebalancing & Trading
monthly$95/mo
From $95/month as add-on
- monthly$295/mo(From $295/month stand-alone)
- Rebalance at account or household level
- Automated drift monitoring
- Customizable restrictions
- Trade across multiple custodians
Billing & Invoicing
monthly$49/mo
From $49/month as add-on to Reporting
- Automated billing & invoice delivery
- Bill on held-away assets
- Single billing interface
- Customizable branded invoices
Price history
Last 11 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 20, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 20, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 20, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 20, 2026 | Complete Platform | new plan | — | $279 | — |
| Jun 20, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 20, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 20, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 20, 2026 | Complete Platform | new plan | — | $279 | — |
| Jun 20, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 20, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
Showing the most recent 10 changes. Full history back to 2023 is available through the developer API.
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No confirmed competitors yet. These are Finance & Accounting products at a similar price, matched automatically — not verified alternatives.