Blueleaf
Under review· 5Wealth management platform for financial advisors with reporting, rebalancing/trading, and billing/invoicing. Per-household pricing model.
Blueleaf has 4 plans: paid plans from $49/month. We last read its pricing page on 3 October 2026. We have not recorded a price change.
Blueleaf plans and prices
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 10 recorded 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.
Other Finance & Accounting products
No confirmed alternatives yet.