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Borderfolio pricing
Short answer: Per Borderfolio's pricing page (checked October 28, 2026): From $99/mo (founding offer). All 4 listed plans and options are below.
Borderfolio plans and prices
| Plan | Price | Note |
|---|---|---|
| Founding Adviser | $99/month or $999/year | first 25 firms; held for the first 12 monthly payments or first year, then the Advisor rate; 1 adviser, 50 active clients, 30 statement imports a month |
| Advisor | $149/month or $1,490/year | 1 adviser, 50 active clients, 30 imports a month |
| Practice | $2,990/year | up to 3 advisers, 150 active clients, 100 imports a month; firm name, logo and contact block on reports |
| White Label | $4,999/year | your brand only, on your own domain |
Prices as of October 28, 2026, in USD, as listed on Borderfolio's pricing page. Vendors change prices often; confirm before you buy.
- Free option: 30-day trial without a card on the Founding Adviser plan.
- Extra active clients are +25 for $29/month on each plan. Borderfolio says annual billing costs ten monthly payments, and firms beyond the plan limits can ask for a quote.
- Only the Founding Adviser plan has a trial; Advisor, Practice and White Label start with the first payment.
What drives your Borderfolio bill
- Annual billing or an annual term applies to some or all plans.
- There is a free plan or trial, so you can test before paying.
Before you buy
- Built for clients outside the US: US-person taxation is reported as not modelled, so check fit if most of your clients are US residents.
- Confirm your clients' brokers are on the direct-import list or test the extraction review on a real statement.
- It sits beside your CRM, custodian and planning software rather than replacing them.
Borderfolio pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Borderfolio | From $99/mo (founding offer) | 30-day trial without a card on the Founding Adviser plan. | Pricing details |
| Kwanti | From $195/user/mo | 14-day free trial; no credit card required. | Pricing details |
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
| StratiFi | From $5,995/yr | None listed | Pricing details |
| Orion | Contact vendor | None listed | Pricing details |
| Addepar | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Borderfolio review · Borderfolio alternatives · Best portfolio analytics and proposals tools
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FAQ
How much does Borderfolio cost?
Founding Adviser: $99/month or $999/year; Advisor: $149/month or $1,490/year; Practice: $2,990/year; White Label: $4,999/year. Prices as of October 28, 2026.
Does Borderfolio have a free plan or trial?
30-day trial without a card on the Founding Adviser plan.
What should I ask Borderfolio about pricing?
Built for clients outside the US: US-person taxation is reported as not modelled, so check fit if most of your clients are US residents. Confirm your clients' brokers are on the direct-import list or test the extraction review on a real statement. It sits beside your CRM, custodian and planning software rather than replacing them.