Elevate client engagement with a modern portal experience.
"LeafPlanner is a client portal solution designed to enhance client engagement and communication for Registered Investment Advisors. It provides a secure and branded platform for clients to access account information, financial plans, and communicate with their advisors, improving client satisfaction and retention."
"LeafPlanner empowers RIAs to foster stronger client relationships through a modern and secure client portal experience."
How LeafPlanner integrates into institutional RIA stacks.
Verified native integrations connecting to LeafPlanner
Actionable business intelligence for RIA operational excellence.
Simplified 401(k) implementation and management for RIAs.
Comprehensive held-away asset management for RIAs.
Unlock client loyalty with data-driven engagement.
AI-powered client engagement for modern RIAs.
AdvicePay: Modern billing for modern financial advisors.
