Scale Your Wealth Management Practice
Serve more clients without adding headcount. BOFFO automates the manual work of portfolio consolidation and reporting.
Built for Wealth Managers
Every feature designed with your workflow in mind
Scalable Extraction
Process hundreds of statements per month without additional staff.
Client Portal
Give clients secure access to their consolidated portfolio view.
API Access
Integrate BOFFO data with your existing systems and workflows.
Team Collaboration
Multiple team members can work on client portfolios with role-based access.
Common Use Cases
“BOFFO lets us serve 3x more clients without hiring. It's transformed our practice.”
Frequently Asked Questions
Can BOFFO integrate with my CRM?▼
Yes, we offer API access on Enterprise plans for integration with Salesforce, Redtail, Wealthbox, and other CRM systems.
How do you handle new client onboarding?▼
Clients can upload their statements directly or forward them via email. BOFFO automatically extracts and consolidates their complete portfolio.
What about performance reporting?▼
BOFFO calculates time-weighted and money-weighted returns, supports custom benchmarks, and generates client-ready performance reports.
Ready to Get Started?
Join hundreds of wealth managers already using BOFFO
Start Your Wealth Manager Trial