# Blueleaf Advisor — Simplify your practice

> Mobile wealth management tool for subscribed Blueleaf advisors. (iPhone/iPad app by Blueleaf Wealth, Inc.)

- Source: https://appshunter.io/ios/app/blueleaf-advisor/id1584023514 (this page in markdown: same URL + `.md`)
- Developer: [Blueleaf Wealth, Inc](https://appshunter.io/developer/1521484776)
- Category: Finance
- Price: Free
- Rating: 3.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.1 · 32 MB
- Languages: American English
- Released: 2021-12-17
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/blueleaf-advisor/id1584023514/reviews.md

## What is 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.

## Key features

- Access client information
- Check account balances
- Understand client performance
- Review investment holdings
- Bookmark clients
- Search client portfolio


## Frequently asked questions about Blueleaf Advisor

### What is Blueleaf Advisor used for?

Blueleaf Advisor is a mobile application designed for wealth management advisors subscribed to Blueleaf. It allows them to securely access client information, check account balances, understand client performance, and review investment holdings while on the go.

### Is Blueleaf Advisor free to use?

Yes, Blueleaf Advisor is available for free download. However, it requires an existing subscription to Blueleaf to access its full functionality, as it is designed for subscribed advisors.

### What devices does Blueleaf Advisor support?

Blueleaf Advisor is currently supported on iPhone and iPod devices. It is not specified if Android or other device types are compatible at this time.

### How often is Blueleaf Advisor updated?

The latest version of Blueleaf Advisor is 1.5.3, released on January 30, 2026. While specific update frequency is not detailed, this indicates ongoing development and maintenance for the application.

### What security features does Blueleaf Advisor offer?

Blueleaf Advisor provides secure access to client information for subscribed advisors. Specific details on encryption or multi-factor authentication are not provided in the description, but the app is designed for professional use.

### Can I manage client portfolios with Blueleaf Advisor?

Yes, you can review current investment holdings and understand how market conditions have impacted your client's performance. The app also allows you to search across your entire portfolio in seconds.

### What is the user rating for Blueleaf Advisor?

Blueleaf Advisor has a rating of 3.0 stars based on 2 user reviews. This suggests a mixed reception from its limited user base.

### Does Blueleaf Advisor have ads?

No, Blueleaf Advisor does not contain advertisements. The app is free to download and use for subscribed Blueleaf advisors, with no ad-supported model.

## Version history (last 3 releases)

### 1.5.3 — 2026-01-30

Bug fix for time frame selector bug.

### 1.5.25 — 2026-01-22

New bottom navigation replaces swiping only
Update balances and performance graphs
Updated client list with built in favoriting
Updated client sorting

### 1.0 — 2021-12-17

No release notes.

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## More apps by Blueleaf Wealth, Inc

- [My Financial Advisor -Blueleaf](https://appshunter.io/ios/app/my-financial-advisor-blueleaf/id1521484294)

All apps by Blueleaf Wealth, Inc: https://appshunter.io/developer/1521484776

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*