All Your Portfolios in One Platform — Even Across Multiple Banks
Aggregate multi-bank portfolios, manage public and private assets, automate compliance, and deliver AI-powered reports — all from a single platform for investors, family offices, and advisors.
The Challenges You Face Every Day
If any of these sound familiar, you are not alone. These are the most common pain points for anyone managing wealth across multiple banking relationships.
Wealth Fragmented Across Multiple Banks
You have accounts with 2, 3 or more banks and no tool gives you a consolidated view. Each institution shows only its slice, making it impossible to assess your overall allocation, true risk exposure, and total portfolio performance.
Too Many Platforms, Zero Integration
Excel spreadsheets, PDF statements, separate trading platforms: the result is duplicated data entry, transcription errors, and a fragmented view that makes it difficult to make informed decisions.
No Intelligence, Just Operational Work
Generating a consolidated report means pulling data from multiple sources, formatting it manually, and writing personalized commentary. Hours of operational work that take time away from strategic analysis. Without intelligent tools, you are trapped in low-value tasks.
Multi-Asset Coverage
Stocks, bonds, funds, private equity, infrastructure, crypto — consolidated in one view with real-time valuations and NAV tracking. Visualize allocation by asset class, sector, and geography with interactive charts.
AI-Powered Intelligence
Chat with an AI agent that has live access to your portfolio data. Generate institutional-quality reports in seconds, not hours. Ask questions in natural language and get instant analysis on allocation, performance, and risk.
Compliance Built In
MiFID II risk profiling with questionnaires, suitability checks, and audit-ready documentation — always up to date. Monitor profile expirations and receive automatic alerts when a portfolio drifts from the client’s risk profile.
Multi-Currency & FX
Handle portfolios across currencies with automatic FX conversion at live market rates. Analyze currency impact on returns and monitor overall FX exposure across all clients.
→Private Market & Capital Calls
Track commitments, drawdowns, and distributions for PE and infrastructure. Automatically calculate TVPI, DPI, and IRR for every vehicle.
→Macro Data Dashboard
Over 60 macroeconomic indicators from FRED, ECB, and Yahoo Finance in an interactive dashboard. Contextualize portfolio decisions with up-to-date macro data.
→Client Portal
Give clients secure, read-only access to their portfolios with a personalized view. A clean, professional interface that reinforces the quality and perception of your advisory service.
→NAV History & Snapshots
Capture point-in-time portfolio snapshots and build a complete performance history. Compare NAV over time and analyze drawdowns and recovery periods.
→Import / Export
Import positions from PDF and Excel with intelligent parsing. Export reports and data in the format you prefer for client delivery.
→Built for Anyone Managing Complex Wealth
Whether you are an investor with multiple banking relationships, a family office, or a wealth advisor, Buffrr adapts to your needs.
Multi-Bank Investor
Have assets spread across 2, 3 or more banks? Buffrr aggregates all your portfolios into a single consolidated view. See your total allocation, overall performance, and true risk exposure — regardless of where your assets are held.
Family Office & Private Banker
Consolidate complex multi-bank estates spanning private equity, infrastructure, real estate, and traditional assets. Monitor capital calls, distributions, and cross-asset performance with the depth UHNW clients expect, all aggregated in one platform.
Wealth Advisor / Advisory Firm
Manage your clients’ portfolios autonomously, from multi-asset construction to MiFID II profiling. With the AI Agent you save hours of operational work every week and present professional reports that strengthen client trust.
Why Investors and Advisors Choose Buffrr
Those who choose Buffrr do so for a simple reason: they want a platform that aggregates all portfolios — even across multiple banks — and offers portfolio management, MiFID II compliance, and artificial intelligence in a single solution at a fraction of the cost of enterprise alternatives. The result is a complete wealth picture, professional reports, and more time for the decisions that matter.
Trusted by Professionals
See How Buffrr Compares
We built Buffrr to solve the problems other platforms ignore — private markets, real compliance, and AI that actually understands your portfolios.
Ready to Modernize Your Practice?
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