Everything You Need to Manage Wealth

Multi-Asset Portfolios

Consolidate stocks, bonds, ETFs, mutual funds, private equity, infrastructure, and digital assets into a single portfolio view. Real-time pricing, automatic corporate-action adjustments, and performance attribution across every asset class — so you can stop juggling spreadsheets and start advising.

Consider an advisor managing 20 clients with €50M in assets spread across European equities, bond ETFs, a private equity fund, and a crypto allocation. With Buffrr, every asset class is visible in a single screen, with allocation percentages updated in real time and charts showing composition by sector and geography.

In practice, you add positions once — via Excel import or manual entry — and the platform automatically calculates performance against your selected benchmarks. No parallel spreadsheets, no manual reconciliation needed.

The concrete advantage: a consolidated view that reduces meeting preparation time from hours to minutes and lets you immediately identify areas of overweight or underweight relative to the target asset allocation.

Buffrr also supports custom benchmark management: you can define your own composite benchmark and compare actual portfolio performance against your target allocation, identifying the positive and negative contributions of each asset class.

Private Market & Capital Calls

Track the full lifecycle of illiquid investments: commitments, capital calls, distributions, and residual NAV. Model J-curves, calculate IRR and TVPI, and consolidate private holdings alongside public markets for a true total-wealth picture. Designed for PE, VC, real estate, and infrastructure allocations.

A family office with €10M allocated across three private equity funds can monitor every commitment, track received capital calls and returned distributions, and visualize the J-curve of each fund. Buffrr calculates industry-standard metrics — TVPI, DPI, RVPI, and IRR — automatically, without parallel Excel files.

This feature is typically reserved for enterprise platforms like Addepar (starting at $50,000/year). Buffrr makes it accessible to any advisor working with illiquid assets, integrating private investment tracking directly into the consolidated portfolio view.

The practical result: a complete view of the client’s wealth that includes both public markets and illiquid investments, with comparable performance metrics and a pacing model that anticipates future capital calls.

Multi-Currency & FX

Manage portfolios denominated in multiple currencies with automatic daily FX rates. See positions in their native currency or consolidated in your reporting currency. Track FX impact on returns separately from asset performance, and generate currency-hedging insights for internationally diversified portfolios.

An internationally diversified portfolio might include US equities in dollars, Swiss bonds in francs, and an infrastructure fund in sterling. Buffrr automatically converts each position to the portfolio’s base currency at the current market rate, showing FX impact on performance separately from asset returns.

This means you can answer the client question "how much did exchange rates affect my portfolio?" with a precise figure, without manual calculations. Overall currency exposure is always visible in the dashboard.

For advisors with international clients, this feature eliminates the need for separate spreadsheets for currency tracking and enables presenting the client with a unified report that clearly shows investment performance and the exchange rate effect.

Exchange rates are updated daily from official sources and the complete conversion history is stored to ensure traceability of every valuation over time.

MiFID II Profiling

Administer risk-tolerance questionnaires that meet MiFID II adequacy and appropriateness requirements. Automatically score client profiles, flag suitability mismatches, and maintain a full audit trail of every assessment — keeping your practice compliant and your clients protected.

When a new client comes in, the advisor completes the questionnaire directly in the platform. Buffrr calculates the risk profile, suggests a target asset allocation, and verifies in real time whether the current portfolio is suitable. If the portfolio deviates from the profile, the system generates an automatic alert.

All documentation — completed questionnaires, assigned profiles, suitability checks — is stored with timestamps and a full audit trail, ready for any regulatory inspection or internal review. No Excel sheets to maintain, no risk of lost or expired documents.

Profile expirations are monitored automatically: when a profile is about to expire, the advisor receives a notification and can initiate the renewal process directly from the platform, maintaining compliance without manual effort.

Questionnaires are customizable based on the practice’s needs and can include additional questions on ESG preferences, time horizon, and specific client objectives, ensuring comprehensive and compliant profiling.

AI Agent

Ask questions in natural language and get instant, data-backed answers drawn from live portfolio data. "What is my client's equity exposure?" "Which portfolios underperformed their benchmark this quarter?" The AI agent understands context, crunches the numbers, and delivers clear, actionable insights.

Ask "What is the overall tech sector exposure across all my client portfolios?" and get an instant answer with aggregated data. Or "Which portfolios underperformed their benchmark last quarter?" — the AI Agent queries the live data, runs the calculations, and returns actionable results.

Unlike generic chatbots, the Buffrr AI Agent has direct access to your portfolios, positions, macro data, and MiFID profiles via tool calls. It does not rely on generic data: it analyzes your real data in real time, making every answer specific and immediately usable.

The AI Agent can also generate comparative analyses between portfolios, identify correlations across asset classes, and suggest reallocations based on client risk profiles. It is like having a dedicated analyst available around the clock.

Data security is guaranteed even in AI interactions: the agent operates exclusively on your account data, never sharing information between different clients. Every query is processed in an isolated context and results are not stored externally.

AI Reports

Generate professional, client-ready portfolio reports in seconds. The AI analyzes holdings, performance, risk metrics, and market context to produce narratives that would take hours to write manually. Customize tone and detail level, then export as PDF for immediate delivery to your clients.

An advisor preparing a quarterly review can generate a complete report in under a minute: portfolio overview, performance vs benchmark, asset class allocation, contextualized market commentary, and recommendations. The result is a professional PDF ready for client delivery.

The time savings are significant: what previously required 2-3 hours of data collection, formatting, and manual writing becomes an automated process. The advisor can focus on review and customization rather than creation from scratch.

Reports can be customized in tone, detail level, and included sections. From a concise overview for the retail client to an in-depth report for the UHNW client, the AI adapts to the specific needs of each recipient. The final result is a document that reads as if written by the advisor, not automatically generated.

Generated reports can be saved as templates for future use, allowing you to standardize the format for your client base while maintaining personalized content. This further accelerates the quarterly reporting process.

Macro Data Dashboard

Access over 60 macroeconomic indicators sourced from FRED, the ECB, and Yahoo Finance — all updated automatically. Monitor inflation, yield curves, PMI, unemployment, GDP growth, and more. Use the dashboard to contextualize portfolio decisions and communicate market outlook to clients with data-driven confidence.

When a client asks "how is inflation trending?" or "what are the rate expectations?", the advisor has updated data at their fingertips. The macro dashboard shows CPI, ECB rates, credit spreads, manufacturing PMI, unemployment rates, and dozens of other indicators in interactive charts.

Macro data is integrated with the AI Agent context: you can ask "how does the inflation trend relate to my bond portfolio performance?" and get a contextualized analysis. No other portfolio tool offers this level of macro integration out-of-the-box.

The dashboard allows you to compare time series, overlay different indicators, and identify correlations between macroeconomic variables and market trends. A valuable tool for preparing client meetings with concrete data supporting your investment decisions.

Indicators are updated automatically from official sources without any manual intervention. The advisor can create custom watchlists with the most relevant indicators for their portfolios and receive notifications when a key data point changes significantly.

Client Portal

Provide clients with secure, read-only access to their portfolios, performance charts, and reports. Clients log in with their own credentials, view up-to-date positions, and download documents — reducing the back-and-forth emails and giving your practice a polished, digital-first experience.

The client portal reduces the "where do we stand?" emails and phone calls. Each client logs in with their own credentials, sees updated positions, downloads reports, and monitors performance — all independently. The advisor maintains full control over what is visible and what is not.

For the advisory practice, the portal is also a digital business card: a professional, modern interface that communicates competence and transparency. Clients immediately notice the difference compared to a report sent by email.

Granular permission controls let you decide exactly which portfolios, reports, and metrics each client can view. Access security is guaranteed by the same enterprise-grade infrastructure that protects the entire platform.

The portal is accessible from any device, including smartphones and tablets, with a responsive interface that automatically adapts to screen size. Clients can check their portfolios wherever they are.

NAV History & Snapshots

Capture point-in-time portfolio snapshots and build a complete NAV history. Compare valuations across dates, visualize growth curves, and produce time-weighted return calculations. Snapshots are immutable once taken, providing an auditable record of portfolio evolution.

Snapshots capture the exact state of the portfolio at a given moment: composition, valuation, weight of each position. They are immutable once recorded, providing a verifiable record of wealth evolution over time.

For the advisor this means being able to show the client a wealth growth curve over any time horizon, highlight drawdown and recovery periods, and produce accurate time-weighted return calculations based on real data.

Historical data also feeds the AI Agent and AI reports: when you generate a quarterly report, the system can automatically include performance charts based on historical snapshots, without the advisor needing to manually gather the data.

Snapshot frequency is configurable: daily, weekly, or monthly. For portfolios with high turnover, more frequent snapshots ensure a precise and granular performance curve.

Import / Export

Import positions and transactions from PDF brokerage statements or Excel files. Export portfolio data, performance reports, and client statements as PDF or Excel. Buffrr fits into your existing workflow — bring data in from any source and deliver it in the format your clients and compliance teams require.

Migrating from another platform or from Excel spreadsheets is often the biggest obstacle to adopting a new tool. Buffrr simplifies this process with intelligent import that automatically recognizes file formats and maps columns. In a few minutes you can have all portfolios operational.

Export is equally flexible: generate professional PDFs for clients, export raw data to Excel for custom analysis, or download macro time series as CSV. Your data is always accessible in the format you prefer.

For advisors migrating from legacy platforms, the import process drastically reduces onboarding time. Instead of weeks of manual data entry, an entire client’s wealth can be operational in just a few minutes.

Import support includes the most common formats used by major European banks and platforms, with automatic ISIN code mapping and intelligent currency recognition.