Founded in 1999, with offices in the UK and Bulgaria, Blueleaf provides top retailers and brands with planning, UX, development and support for complex projects built on Salesforce Commerce Cloud, one of the world’s leading eCommerce solutions.
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What is Blueleaf’s ecosystem?
Blueleaf’s ecosystem delivers complete, flexible solutions that work together seamlessly. Blueleaf delivers complete data, automatically updated across your entire system. Custodial data, held-away, offline assets, it’s all there from one source. Blueleaf is the hub of world-class technology infrastructure for wealth management firms of any size.
Is Blueleaf easy to use?
Blueleaf is incredibly easy for clients to use and access all of their financial information. We have had an overwhelmingly positive response from our clients who have tried it When I first looked at Blueleaf I couldn’t understand the reasoning for the weekly update.
What is Salesforce platform?
With Salesforce Platform, developers and business users have lightning-fast tools to build and deliver apps like never before.
Why do clients love Blueleaf?
“My clients love Blueleaf because it delivers timely information. I have found it to be one of the best client-facing platforms on the market.” Blueleaf is incredibly easy for clients to use and access all of their financial information. We have had an overwhelmingly positive response from our clients who have tried it
Blueleaf works with everyone you do
Blueleaf is approved by and integrated with a wide variety of custodians, broker-dealers and other financial institutions that you work with.
The Blueleaf Advantage
Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market.
The crossroads of reporting and client management
Wealth management software is usually described in terms of categories, such as customer relationship management (CRM) tools, rebalancing tools, reporting platforms etc. John explained that these traditional categories are changing in response to industry changes and Blueleaf is poised to lead these future categories.
Integrations and APIs
In FinTech, the success of a platform hinges on its ability to balance integrations with in-house development of tools and solutions. John said that Blueleaf was built from the ground up with that principle in mind.
Team structure
John explained that Blueleaf is a software-as-a-service (SaaS) platform that is product-led, requiring product teams and engineering teams to work closely together. This is why the product lead and engineering lead are part of the management team.
Product-management focus
John’s experience in product management has driven one area in which Blueleaf has led the pack—smart product management. John highlighted that Blueleaf was built on a foundation of research-driven development.
Core Technologies
John said that Blueleaf is an ever-evolving product that employs a modified agile methodology with continuous deployment. The platform started out as a monolithic application with a PostgreSQL database and evolved into a more distributed architecture that uses Amazon Web Services cloud computing and a modern front-end framework.
Can you use Salesforce Lightning to build apps?
With the new Salesforce Lightning, businesses have a simple yet powerful set of visual point-and-click tools that anyone can use to build apps. With Force.com, you can quickly and easily create custom apps with complex business logic and beautiful interfaces that work on any device — all without writing code. And Lightning components let you leverage prebuilt Salesforce and partner components, or let developers build custom components that business users can then use to build on their own.
Can you specify languages in Salesforce?
In fact, you can specify languages, assign translators, create translations for customisations you’ve made to your Salesforce organisation, and override labels and translations from managed packages. GET MORE DETAILS.
The Crossroads of Reporting and Client Management
Integrations and Apis
- In FinTech, the success of a platform hinges on its ability to balance integrations with in-house development of tools and solutions. John said that Blueleaf was built from the ground up with that principle in mind. Blueleaf was one of the first WealthTech companies to have an open API because, early on in the platform’s creation, John and his team...
Team Structure
- John explained that Blueleaf is a software-as-a-service (SaaS) platform that is product-led, requiring product teams and engineering teams to work closely together. This is why the product lead and engineering lead are part of the management team. Apart from that, Blueleaf has sales, support, and success teams, which John described as the heart of the company.
Product-Management Focus
- John’s experience in product management has driven one area in which Blueleaf has led the pack—smart product management. John highlighted that Blueleaf was built on a foundation of research-driven development. Whether it’s a feature extension or a new feature, it all begins with first-hand empirical research among both Blueleaf’s customers and noncustomers. The advisor’…
Educating Software Developers: What’s The Right Approach?
- There is a general consensus among top CEOs and CTOs that software developers should have at least basic knowledge of wealth management. John agrees, but noted that in his experience, hiring developers with too much WealthTech experience can be problematic. The Blueleaf team aims to innovate, and John has found that there are a lot of bad assumptions in the market. The …
CORE Technologies
- John said that Blueleaf is an ever-evolving product that employs a modified agile methodology with continuous deployment. The platform started out as a monolithic application with a PostgreSQL database and evolved into a more distributed architecture that uses Amazon Web Services cloud computing and a modern front-end framework. The point of improving technolog…