For Financial Advisors

Automate Your Client Reporting

Stop manually entering data from custodian statements. BOFFO extracts and consolidates automatically, so you can focus on clients.

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10+
Hours Saved/Week
99%
Extraction Accuracy
50%
Faster Reporting
100+
Advisors Trust Us

Built for Financial Advisors

Every feature designed with your workflow in mind

Multi-Custodian Support

Import from Schwab, Fidelity, Pershing, and 15+ custodians in one workflow.

Branded Reports

Generate professional PDF reports with your logo and branding.

Household View

Consolidate family accounts for complete household reporting.

Email Delivery

Schedule automated report delivery to clients on your timeline.

Common Use Cases

Quarterly client performance reports
Multi-custodian consolidation
Household wealth aggregation
Tax lot reporting
Asset allocation analysis
“BOFFO saves me 10+ hours every quarter on client reporting. The accuracy is incredible.”
Sarah K. · CFP, RIA · Wealth Partners LLC

Frequently Asked Questions

Which custodians do you support?▼

We support major custodians including Schwab, Fidelity, Pershing, TD Ameritrade, and 15+ banks. Contact us if you need support for a specific custodian.

Can I white-label reports for my firm?▼

Yes, Professional and Enterprise plans include white-labeling options with your firm's logo, colors, and branding.

How do you handle compliance requirements?▼

BOFFO is designed with compliance in mind. We provide audit trails, do not store raw financial data after processing, and support SEC/FINRA requirements.

Ready to Get Started?

Join hundreds of financial advisors already using BOFFO

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