Frequently Asked Questions

Buffrr is a wealth management platform that combines portfolio management, MiFID II profiling and an AI agent in a single product. It allows financial advisors and family offices to manage multi-asset portfolios, monitor risk and generate reports — all from one interface.

Buffrr is designed for investors with wealth spread across multiple banks, family offices, private bankers, independent financial advisors, and wealth managers. The Personal plan at €9/month lets you get started immediately with multi-portfolio aggregation, while advanced features on the Professional plan support professionals managing significant assets.

The Personal plan at €9/month includes up to 3 portfolios, 50 positions, multi-asset management, basic profiling, limited AI agent access, NAV snapshots, and PDF export. It is the best way to get started with aggregating your multi-bank portfolios.

Yes. Buffrr includes MiFID II compliant profiling questionnaires with risk scoring, target allocation, expiration tracking and documentation generation. It is specifically designed for the European regulatory context.

The Buffrr AI agent has direct access to your portfolios, positions, macro data and client profiles via tool calls. It can analyse portfolios, suggest reallocations, generate custom reports and answer complex questions about your data in real time.

Data is hosted on secure cloud infrastructure with encryption in transit and at rest. Access is protected by authentication and each advisor can only see their own data. We do not share or sell data to third parties.

Yes. Buffrr supports Excel import for positions and transactions, and Excel and PDF export for reports and portfolio data. Your data always remains yours.

Yes. You can manage investments in private equity, infrastructure, real estate and other illiquid assets with capital call tracking, distributions and NAV. A typically enterprise feature, included in all plans.

Buffrr supports portfolios in any currency with automatic FX conversion. You can hold positions in EUR, USD, GBP, CHF and other currencies in the same portfolio, with consolidated valuation in your base currency.

The client portal is a dedicated area where your clients can view their portfolios, performance and reports independently. It is accessible via a secure link and customisable for each client.

Buffrr integrates over 60 macroeconomic indicators from FRED, ECB and Yahoo Finance: interest rates, inflation, credit spreads, volatility indices and more. They are updated automatically and available both in the dashboard and to the AI agent.

Sign up at buffrr.app and choose the Personal plan at €9/month. In just a few minutes you can import your first portfolio, profile a client, and start using the AI agent. For questions, contact us directly from the platform.

Yes. The Personal plan at €9/month lets you get started immediately and evaluate the platform with a minimal investment. You can upgrade to Professional at €90/month at any time when you are ready to unlock all advanced features.

You can cancel at any time from your account, with no penalties and no notice required. After cancellation your data remains accessible for 30 days and you can export everything at any time. If you change your mind, you can reactivate the plan without losing anything.

No. The listed price is all-inclusive. There are no per-position, per-portfolio, data volume, or per-profiled-client charges. The Professional plan is a fixed, predictable monthly fee with no billing surprises.

Most advisors are operational in under an hour. Buffrr supports import from Excel and PDF files with intelligent parsing that automatically maps columns. For complex migrations from enterprise platforms, our support team can assist you through the process.

Yes. Buffrr supports importing positions and transactions from Excel and PDF files. The system automatically recognizes the most common formats and guides you through column mapping. Your data always remains yours and you can export it at any time.

Yes. Buffrr is a responsive web app that works on any device with a modern browser: desktop, tablet, and smartphone. No installation required. The interface automatically adapts to your screen size.

API access is available on the Enterprise plan. It allows you to integrate Buffrr with your organization’s existing systems, automate workflows, and sync data with other platforms. Contact us to discuss your integration needs.

Enterprise platforms like Addepar offer advanced features but at prohibitive costs ($50,000+/year) and with significant operational complexity. Buffrr offers the same key features — multi-asset, private markets, AI agent — starting from €9/month with the Personal plan, with an intuitive interface and no need for dedicated implementation. It is the ideal choice for investors, family offices, and independent advisors.