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
56
Last change
Jun 20, 2026
Price trend
no history
What we know about Blueleaf’s pricing
VolatileChanges in 12 months
56
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
Middle of the pack for Finance & Accounting (1716 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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