Product Changelog
See what we've been building. We ship new features and improvements continuously to make BOFFO the best portfolio management platform.
Enhanced User Experience & Admin Features
- Feature
Side-by-side PDF viewer for document review with zoom, rotation, and page navigation
- Feature
Milestone celebrations with confetti animations for document processing achievements
- Feature
Searchable client selector for Family Office users with keyboard navigation
- Feature
Keyboard shortcuts: Ctrl+K for search, Ctrl+U for upload
- Feature
Getting started checklist for new users to guide initial setup
- Feature
Revenue metrics dashboard for subscription analytics
- Feature
Session management and GDPR-compliant data export functionality
- Feature
Feature flags system for gradual rollout of new capabilities
- Fix
Improved code quality and strict mode compliance across all components
100-Question Product Audit & Comprehensive Fixes
- Feature
Added cookie consent banner with privacy-first approach
- Feature
Implemented feedback widget for user insights
- Performance
60% faster page loads with advanced compression
- Fix
Enhanced market data caching for faster updates
- Fix
Improved real-time connection reliability
- Security
Added encrypted PDF detection to protect sensitive documents
- Fix
Fixed mobile responsive issues across 15+ pages
Family Office Excel Export
- Feature
Launched consolidated Excel report generation for Family Office tier
- Feature
Multi-client portfolio consolidation with currency conversion
- Feature
Professional Excel formatting with charts and pivot tables
6-Month Roadmap Execution Complete
- Feature
Implemented Timeline Engine for portfolio history tracking
- Feature
Added performance analytics with return calculations
- Feature
Built admin system with role-based access control
- Feature
Created multi-period report generation
Smart Learning System
- Feature
Introduced smart learning that improves accuracy over time
- Performance
Dramatically reduced processing costs through intelligent caching
- Feature
Auto-correction based on user feedback
- Feature
Enhanced document recognition accuracy
Expanded Bank Support
- Feature
Expanded bank support with specialized document processing
- Feature
Added support for Hebrew-language bank statements
- Feature
Improved extraction accuracy with intelligent processing tiers
- Performance
Significant cost reduction for document processing
Two-Tier Platform Launch
- Feature
Individual Investor tier for personal portfolios
- Feature
Family Office tier with multi-client management
- Feature
Enhanced data isolation between accounts
- Feature
Client isolation and team member roles
Usage & Analytics Dashboard
- Feature
Real-time usage monitoring
- Feature
Usage analytics dashboard
- Feature
Usage alerts and notifications
- Feature
Cost optimization recommendations
Google OAuth Integration
- Feature
Sign in with Google for faster onboarding
- Security
Industry-standard secure authentication
- Fix
Improved login reliability
- Feature
Auto-profile creation from Google account
Billing & Subscription System
- Feature
Global payment processing with multiple options
- Feature
Subscription management dashboard
- Feature
Usage-based billing for AI extractions
- Feature
Automated invoicing and receipts
Multi-Bank PDF Extraction
- Feature
Support for 15+ banks worldwide
- Feature
Advanced AI extraction for complex documents
- Feature
Confidence scoring (0-100%) for extractions
- Feature
Manual review interface for low-confidence results
Platform Beta Launch
- Feature
PDF upload and processing pipeline
- Feature
Portfolio dashboard with holdings view
- Feature
Excel export for financial data
- Security
Enterprise-grade authentication and data security
- Feature
Modern, responsive web application
- Feature
High-performance API infrastructure
That's all for now. Check back soon for more updates!
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