Case Study: Blu Sky achieves higher client retention and advisory efficiency with Futrli

Blu Sky advisors drive efficiency for clients with their white labelled platform

Blu Sky, a cloud-based advisory firm, needed its own advisory software but lacked the time and capacity to build it while facing rapidly growing client demands. To stay innovative and differentiate beyond standard cloud services, Blu Sky partnered with Futrli and adopted its white‑label platform to deliver a branded advisory solution.

By white‑labeling Futrli (launched to clients as “Blu Prints”), Blu Sky standardized workflows, moved junior staff into advisory roles, and unified the team around one hub. Futrli drove higher client engagement and trust (clients logging into the platform and receiving timely communications), improved customer retention, freed time to onboard new clients, and enabled the firm to sell more high‑value forecasting and advisory services.

Blu Sky

Sam

Blu Sky