Platform
Features
Everything you need to extract, analyze, and manage portfolio data from bank statements.
Core Platform
Essential features for portfolio data extraction and management
Multi-Bank Processing
Extract data from statements across 15+ major banks including Corner Bank, Interactive Brokers, UBP, and Lombard Odier.
Document Intelligence
Automatic detection of document structure, tables, and financial data with confidence scoring.
Data Correction
Review extracted data with inline editing, bulk corrections, and audit trail.
Export & Reporting
Professional Excel and PDF reports with full portfolio data, multi-currency support, and client-ready formatting.
Portfolio Analytics
Asset allocation, sector breakdown, currency exposure, and performance metrics.
Reconciliation
Compare extracted data against previous statements with exception handling.
Audit Trail
Complete logging of all changes with user attribution and timestamps.
Team Collaboration
Share portfolios with team members, assign reviews, and track progress.
Advanced Search
Find documents by client, bank, date range, or specific securities.
Batch Processing
Upload and process multiple statements simultaneously.
Email Import
Forward statements directly from email with automatic processing.
Mobile Access
View portfolios and approve corrections from any device.
Frequently Asked Questions
Everything you need to know about BOFFO features
BOFFO supports 15+ major banks including Interactive Brokers, UBS, Julius Baer, Lombard Odier, Goldman Sachs, Morgan Stanley, Bank Leumi, Bank Hapoalim, Mizrahi-Tefahot, Corner Bank, and more. We continuously add support for new banks.
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