Blueleaf Advisor vs MODERN WEALTH
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Blueleaf Advisor
This app provides wealth management advisors with mobile access to client information, account balances, and investment performance. It allows for quick searching and bookmarking of clients to streamline practice management on the go.
- Access client information
- Check account balances
- Understand client performance
- Review investment holdings
- Bookmark clients
- Search client portfolio
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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 client list in seconds. Running your practice has never been so simple. With Blueleaf Advisor, you can: - Search all your clients by name or email, and sort by name or account value - Bookmark clients for quick access - Check the balances of your clients' accounts - Understand how market conditions have affected your clients' performance - Review current investment holdings - See a client's Blueleaf Engage feed, react to posts, and reply privately (for firms using Blueleaf Engage) Clients: this app is for advisors. To view your accounts, download My Financial Advisor.
MODERN WEALTH
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MODERN WEALTH is one-stop shopping for all your Financial needs.You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: Mutual Funds Equity Shares Bonds Fixed Deposits PMS Insurance Key Features: Complete Portfolio report download including all assets. View historical Performance of your Portfolio easily Transaction statement of any period 1 Click Statement of Account Download for any Asset Management Company in India Advanced Capital Gain Reports Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency SIP Report to be informed of your Running and Upcoming SIPs, STPs. Insurance list to keep track of premiums to be paid. Folio details registered with each AMC. Calculators and Tools available: Retirement Calculator SIP Calculator SIP Delay Calculator SIP Step up Calculator Marriage Calculator EMI Calculator
Screenshots
Verdict
The clearest difference is update cadence: MODERN WEALTH at every 2 months against Blueleaf Advisor's every 9 months. On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Blueleaf Advisor ships an update every 9 months, MODERN WEALTH every 2 months. The most recent releases landed on November 7, 2026 and September 24, 2026 respectively.
| Parameter | Blueleaf Advisor | MODERN WEALTH |
|---|---|---|
| Price | Free | Free |
| Rating | 3.0 (2 ratings) — better | — |
| Number of ratings | 2 — better | — |
| Update frequency | Every 9 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPod | iPhone, iPad |
| Requires iOS | 15.1 — better | 16.0 |
| Further details — not scored | ||
| Size | 38 MB | 86 MB |
| Age rating | 4+ | 4+ |
| Developer | Blueleaf Wealth | MODERNN WEALLTH |
In-app purchases
Blueleaf Advisor
No in-app purchases
MODERN WEALTH
No in-app purchases
Questions
Is Blueleaf Advisor free?
Is MODERN WEALTH free?
Do Blueleaf Advisor or MODERN WEALTH have ads?
Which is updated more often, Blueleaf Advisor or MODERN WEALTH?
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