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How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that

The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management

Monday, February 11, 2013 – 3:31 PM by Kelly O'Mara
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John Prendergast: [Current data aggregation is] like buying copper pipe when you want a finished bathroom. Blueleaf is the finished bathroom

Related Moves

Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 – 1:42 AM

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 – 11:09 PM


Mentioned in this article:

MoneyGuidePro
Financial Planning Software
Top Executive: Bob Curtis

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Blueleaf
Account Aggregator
Top Executive: John Prendergast




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