Extract Credit Suisse (Now UBS) Statements Automatically
Extract data from legacy Credit Suisse portfolio statements. Credit Suisse was acquired by UBS in June 2023. BOFFO still supports processing of historical CS statements.
Credit Suisse (Now UBS)
Fully Supported
What BOFFO Extracts from Credit Suisse (Now UBS)
Legacy portfolio statements
Automatically extracted and formatted for your portfolio
Historical account summaries
Automatically extracted and formatted for your portfolio
Investment reports
Automatically extracted and formatted for your portfolio
How It Works
Upload Statement
Upload your Credit Suisse (Now UBS) statement in PDF format
AI Extraction
Our AI automatically detects the format and extracts all data in seconds
Get Reports
Download Excel reports or view consolidated portfolio analytics
Frequently Asked Questions
How do I extract data from Credit Suisse (Now UBS) statements?▼
Simply upload your Credit Suisse (Now UBS) PDF or Excel statement to BOFFO. Our AI automatically detects the bank format and extracts all portfolio holdings, transactions, and account information in seconds.
What formats does BOFFO support for Credit Suisse (Now UBS)?▼
BOFFO supports PDF formats from Credit Suisse (Now UBS). Our system automatically recognizes the document type and applies the appropriate extraction logic.
Is Credit Suisse (Now UBS) statement extraction secure?▼
Yes, all documents are processed with enterprise-grade security. Files are encrypted in transit and at rest, and are automatically deleted after processing. We never store your sensitive financial data.
How accurate is the extraction?▼
Our AI achieves 95%+ accuracy on supported bank formats. Each extraction includes a confidence score, and you can review and correct any discrepancies before exporting.
What this gives you
Built for the specific shape of Credit Suisse (Now UBS) statements
Built to turn portfolio-statement processing from an hours-per-month task into a minutes-per-month one.
Multi-currency portfolios handled correctly — values normalized, FX rates captured at statement date.
Pattern learning makes recurring statements process instantly after the first upload of each format.
Ready to Extract Your Credit Suisse (Now UBS) Statements?
Start your free trial today. No credit card required.