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The Blueleaf Integration

Team Wealthbox
Team Wealthbox
  • Updated

Overview

Blueleaf is an automated reporting and communications platform for financial advisors who want to report on the money they manage, and the business they run, and communicate with clients. The integration with Wealthbox allows advisors to view Blueleaf balances, performance, allocation, and detailed holdings.

Key features of the integration

  • Account Sync: View Blueleaf account balances within Wealthbox.
  • Single Sign-on: launch into Blueleaf via single sign-on from Wealthbox.
  • Webinar Recording:  Highlighting the Integration of Blueleaf + Wealthbox:  Watch Now

How to enable the Blueleaf integration

1️⃣ Generate an API Key in Blueleaf

You can find your Blueleaf API key by going to the Blueleaf Settings page, checking the box “Enable API Access”, and copying the “Current API Token” value. You can then navigate to your integration settings within the “Workspace Settings” of Wealthbox to enter your Blueleaf API key.

2️⃣ Add the API Key Wealthbox

  • In Wealthbox, navigate to the BlueLeaf settings page by clicking the three dots in the upper right corner > Applications >  Blueleaf. 
  • Paste the API token into the API field
  • Click the green "Enable" button.

How does the integration work?

  • Once the integration is enabled, you should see a Blueleaf tab on the contact’s profile above the activity stream.
  • The account details are linked to the contact in Wealthbox by the email address listed on the contact record and the email address the contact has used to create their account in Blueleaf.