Your Entire Back Office in One Platform
Process statements from 15+ 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, Credit Suisse, Lombard Odier, 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
“We replaced 2 FTEs worth of data entry with BOFFO. The ROI was immediate.”
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, Credit Suisse, 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.
Ready to Get Started?
Join hundreds of family offices already using BOFFO
Schedule a Family Office Demo