Resources & Insights
Practical knowledge for wealth advisors — from platform tutorials to MiFID II regulatory updates and industry analysis.
The world of wealth advisory is evolving rapidly: new regulations, new technology tools, and growing expectations from clients. Our resources help you stay up to date and get the most out of the Buffrr platform. From operational guides on multi-asset management to AI Agent tutorials, from MiFID II regulatory updates to industry reports on wealth management. Every resource is written by industry professionals with direct experience in financial advisory and wealth management technology. We publish new content regularly and update it when regulations or industry best practices change.
Guides
In-depth guides for wealth advisors who want to master modern wealth management, from portfolio construction to compliance best practices.
Getting Started with Buffrr
Set up your first portfolio, import positions, and configure client profiles in under 15 minutes. A comprehensive quick-start guide to get you fully operational from registration to your first portfolio positions, including tips on optimal configuration.
Multi-Asset Portfolio Construction
Best practices for building diversified portfolios that span public and private markets. From defining strategic asset allocation to periodic rebalancing, benchmark selection, and performance attribution across asset classes.
Client Onboarding Playbook
A step-by-step process for onboarding new clients, from KYC documentation to MiFID II profiling and initial portfolio setup. Includes practical examples, checklists, and templates for a smooth and compliant onboarding experience.
Tutorials
Step-by-step tutorials to start using Buffrr and leverage all the advanced features of the platform, from data import to the AI Agent.
Using the AI Agent
Learn how to query your portfolios in natural language and generate insights on the fly. From basic queries to complex report generation, unlock the full potential of AI.
Generating AI Reports
Create professional client reports in seconds — customize tone, content, and export format. See examples of generated reports and learn how to fine-tune the output.
Tracking Private Market Investments
Record commitments, capital calls, and distributions for PE, VC, and infrastructure funds. Learn how to calculate IRR, TVPI, and present illiquid investments to clients.
Regulatory
Regulatory updates on MiFID II, DORA, ESG, and the regulations that directly impact the daily work of wealth advisors.
MiFID II Suitability Requirements
An overview of MiFID II suitability and appropriateness obligations and how Buffrr helps you stay fully compliant. Focus on recent regulatory changes, enforcement trends, and operational best practices for documenting advisory activities.
Record-Keeping Best Practices
How to maintain audit-ready documentation for regulatory inspections and internal reviews. DORA requirements for ICT risk management, operational continuity, and third-party risk assessment.
ESG Disclosure Updates
Latest developments in ESG and SFDR reporting requirements for financial advisors. How to integrate sustainability preferences into client profiling and portfolio construction decisions.
Reports
Industry analysis, market trends, and wealth management research for advisors who want a strategic view of the sector.
The State of Wealth Tech 2025
Key trends shaping the wealth management technology landscape this year. Number of advisors, assets under management, growth of fee-only advisory, and major sector challenges facing independent practices.
Private Markets Accessibility Report
How independent advisors are gaining access to previously institutional-only asset classes. Data on market growth and best practices for illiquid allocation.
AI in Wealth Management
Where AI is delivering real value for advisors — and where the hype falls short. Concrete use cases, measurable ROI from AI adoption, and a framework for evaluating AI tools in your practice.
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