SimplyRIA, a brand of Blueleaf, Inc., provides a comprehensive, integrated technology platform for Registered Investment Advisors (RIAs). The company was founded to solve the problem of financial advisors needing multiple, disparate software systems to manage their practice. SimplyRIA's platform combines key functionalities such as CRM, performance reporting, client portal, and billing into a single, unified system to streamline operations, improve efficiency, and enhance the client experience for advisory firms.

Founded in

United States