Portfolio Solutions for Every Need
Whether you're an individual investor tracking personal accounts or a family office managing billions, BOFFO has a solution designed for your needs.
For Individual Investors
Finally See Your Complete Portfolio
Track all your investments in one place. Import statements from any bank, see consolidated portfolio view, generate professional reports.
15+
Supported Banks
30sec
Import Time
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For Financial Advisors
Automate Your Client Reporting
Automate client portfolio reporting. Import multi-custodian statements, generate branded reports, save 10+ hours weekly.
10+
Hours Saved/Week
99%
Extraction Accuracy
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For Family Offices
Your Entire Back Office in One Platform
Replace your back-office team. Process statements from 15+ banks, generate reports, track portfolios. Reduce costs by 80%.
80%
Cost Reduction
15+
Swiss Banks
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For Wealth Managers
Scale Your Wealth Management Practice
Streamline wealth management operations. Automated statement extraction, consolidated reporting, client-ready presentations.
3x
More Clients
90%
Less Manual Work
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Not Sure Which Solution Is Right For You?
Our team can help you find the perfect fit. Schedule a quick call to discuss your needs.