Automate Your Client Reporting
Stop manually entering data from custodian statements. BOFFO extracts and consolidates automatically, so you can focus on clients.
Built for Financial Advisors
Every feature designed with your workflow in mind
Multi-Custodian Support
Import from Schwab, Fidelity, Pershing, and 32+ 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
“Hours saved every quarter on client reporting. Accuracy has been excellent.”
Frequently Asked Questions
Which custodians do you support?▼
We support major custodians including Schwab, Fidelity, Pershing, TD Ameritrade, and 32+ 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.