Blueleaf simplifies the asset management and client service processes for financial advisors and delivers a leading web experience for their clients making individual advisors competitive with new entrants like Personal Capital.

The platform consolidates information from any advisor or client account source with offline information on RE, LP interests etc. allowing advisors and clients to track and monitor & share ALL asset data securely and automatically with both people and other systems.

Initial Investment: August 2012
http://www.blueleaf.com