Blueleaf Advisor vs LedgerHQ

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.

Access to the featured LedgerHQ and Tally services requires a paid auto-renewing monthly LedgerHQ subscription. New account owners purchase it in the iPhone app through Apple. Invited users and members of an existing paid account can sign in without making another purchase. Apple shows the exact localized price and plan capacity before purchase. Your books in your pocket. Tally ready to talk anytime. LedgerHQ gives you one place to keep your bookkeeping moving. Connect bank and card accounts with Plaid, review transactions, code activity, answer bookkeeping requests, reconcile accounts, post journal entries, and open clear financial reports from your iPhone. Tally is your AI bookkeeper. Ask what needs attention. Send a message or use voice. Tally can read the bookkeeping context you choose and help you work through transactions, requests, reports, and follow-up. You decide whether to enable Tally's third-party AI providers before anything is sent. For business owners: • See cash, bank activity, recent work, and financial reports. • Reply to private requests from your accounting team. • Share receipts and documents. • Export reports as PDF or XLSX. For accounting firms: • Work across every company you manage. • Code and post bank activity. • Review requests, statements, reconciliations, accounts, and journals. • Talk with Tally across the firm. • Invite clients into their own private company view. LedgerHQ subscriptions purchased in the app are billed monthly by Apple. Each plan includes LedgerHQ and Tally for the number of businesses or managed companies shown before purchase. The subscription renews automatically unless canceled at least 24 hours before the end of the current period. You can restore purchases and manage or cancel through Apple. Terms of Use (Apple Standard EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ LedgerHQ Terms of Service: https://ledgerhq.ai/terms Privacy Policy: https://ledgerhq.ai/privacy LedgerHQ is available in the United States.