Blueleaf Advisor vs Ameritas Retirement

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.

The path to a fulfilling retirement is at your fingertips with the Ameritas mobile app. You can easily review your progress, access important account information, and take advantage of resources designed to help you along your retirement journey. With the Ameritas retirement mobile app you have easy access to key account information including account balance, rate of return, contribution rate, activity summary and more – anytime, anywhere. High tech meets high touch at Ameritas. We’re always investing in technology like this app. But you also have access to our U.S-based service team. They’re fully trained to answer your questions and help you manage your account. Relationships rule at Ameritas. But we’re all about choice too. We’ll do what works best for you: in person, digital or hybrid. Helping individuals and families create a more fulfilling retirement. Ameritas proudly provides retirement plans to thousands of businesses in the United States – helping plan participants save toward a more financially secure and fulfilling retirement. Taking advantage of this powerful benefit is one of the most important things you can do for yourself and your family.