How Our Clients Benefit From Using Blueleaf

By John Stanton

Are you still tracking your investments the “old school” way? If so, this article is for you. You see, we’ve entered a new age of financial advising. Technology has made it easier than ever to create and monitor your financial plan.

Gone are the days of wondering how your portfolio is doing but having no quick way to check.

Gone are the time-consuming calls to your advisor to ask them to explain (for the hundredth time) how all your accounts work together.

Gone are the mammoth quarterly reports that clutter up your counters and filing cabinets, waiting to “someday” be read (and likely misunderstood).

These problems have plagued clients for years. But not anymore.  Our clients gain access to a powerful financial tracking tool.

It’s called Blueleaf, and it has revolutionized our advisor-client relationships.

So what is Blueleaf?

Well, it’s basically a simplified way of tracking your savings and long-term financial goals. It brings everything you own into one transparent, understandable, and controllable location. Let’s take a look at why our clients are loving Blueleaf.

Total Transparency

It’s easy to get overwhelmed trying to keep track of everything you’re invested in. Unless you have an economics degree, all your different accounts, custodians, portfolios, funds, etc., can leave your head spinning. You might understand them while your advisor explains them to you, but after a few days, you’re lost again.

With Blueleaf, you can see everything in one place. There’s no more wondering what you’re actually invested in. You have complete transparency into every account and every investment. You always know exactly what you own and can check it at a moment’s notice.

Track Everything   

In the past, clients complained that it was too hard to track their investments on their own. They didn’t know where to access their data, and even if they did, they didn’t know what it meant. In order to understand how everything worked together, they had to call their advisor.

With Blueleaf, that’s no longer a problem. You can see all your accounts in one, secure place with live access to balances, portfolio performance, allocations, and more. Best of all, it’s laid out in simple terms.

This is essential to achieving your goals as quickly as possible. When you see how everything works together, it’s easier to make adjustments as necessary. Without this understanding, you have to wait for your advisor meetings to determine if you’re on the right track. This is not efficient.

So, to make sure you’re always headed in the right direction, we use Blueleaf to send our clients weekly email updates showing their portfolio’s recent performance in simple terms. That means there’s no need to remember to log in or call your advisor for updates. Your snapshot emails arrive in your inbox like clockwork.  

Better Decisions

Securely sending and sharing confidential financial information with others has always been a challenge. But with Blueleaf, it’s simple. No more confusing email encryption log-ins. No more faxing. No more whispering account information over the phone.

Now all you have to do is utilize Blueleaf’s secure data sharing feature. It makes collaborating with advisors, family members, and accountants a breeze.

Next Steps

As you can see, Blueleaf is a gamechanger. And our clients swear by it. If you’re not using it, not only are you making life more complicated than it needs to be, but you could actually be hindering your progress toward your financial goals. If you’re interested in setting up a financial plan using Blueleaf’s system—a system that gives you complete transparency and control—we at The Stanton Group WP can help.  We offer potential clients to “test drive” our process, and system, with absolutely no obligation. To get started, call 630-445-2380 or email JStanton@seacrestwm.com.

About John

John Stanton is the Wealth Advisor at The Stanton Group WP | SeaCrest Wealth Management, LLC. With more than three decades of experience in the financial services industry, he serves as an advisor for clients, focusing on financial planning and the investment strategies to support their financial plan. Based in Naperville, Illinois, John serves clients in Naperville, Plainfield, Darien, and throughout the state. Learn more about John’s services by visiting www.stantongwp.com or connecting with him on LinkedIn. You may reach John Stanton at 630-445-2380 or email JStanton@seacrestwm.com.

The Stanton Group WP provides investment advisory services through SeaCrest Wealth Management, LLC (the “SWM”), a registered investment advisor. SWM is a registered investment advisor (“RIA”) with the U.S. Securities and Exchange Commission located in the State of New York. SeaCrest Wealth Management, LLC can be reached at (914) 502-1900.

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