Your Entire Back Office in One Platform
Process statements from 32+ Swiss and global banks automatically. Reduce back-office costs by 80% while improving accuracy.
Built for Family Offices
Every feature designed with your workflow in mind
Swiss Bank Expertise
Deep support for UBS, Julius Baer, Lombard Odier, Pictet, and more.
Multi-Client Management
Manage multiple families with proper data isolation and permissions.
Consolidated Reporting
Generate cross-entity reports with full look-through to underlying holdings.
Email Ingestion
Automatically import statements sent by banks via email.
Common Use Cases
“Built to replace the data-entry hours that drain a back office. Designed for family-office workflows from the ground up.”
Frequently Asked Questions
Can BOFFO handle complex structures?▼
Yes, we support holding companies, trusts, partnerships, and other complex ownership structures common in family offices.
What Swiss banks do you support?▼
We have specialized extraction for UBS, Julius Baer, Lombard Odier, Pictet, Vontobel, and 10+ other Swiss banks.
How do you handle private equity and alternatives?▼
BOFFO can extract private equity, hedge fund, and alternative investment data from capital account statements and quarterly reports.