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Borderfolio
In one line: Portfolio consolidation, cross-border analysis and branded reviews for independent advisers whose clients hold accounts across brokers, currencies and countries.
| Best for | Independent advisers and boutique firms whose clients hold accounts across brokers, currencies and fund domiciles |
|---|---|
| Category | Portfolio analytics & proposals |
| Free option | The vendor offers a 30-day trial without a card on its Founding Adviser plan. |
| Pricing | From $99/mo (founding offer) · See all plans (as of October 28, 2026) |
| Website | b2b.borderfolio.app/ |
| Last checked | October 28, 2026 |
What it does
Borderfolio for Advisors turns brokerage statements into one consolidated, priced client portfolio. It reads exports from brokers such as Interactive Brokers, Schwab, DEGIRO, Saxo, Swissquote and Trading 212 directly, sends other PDF, CSV, XLSX or image statements through an AI extraction model, and shows every import for review before it is confirmed. It reports allocation, performance, currency exposure and fund domicile (read from the ISIN), and screens cross-border issues such as US-situs holdings against the non-resident estate-tax threshold and US dividend withholding at the client's treaty rate, with each figure's source and assumptions stated. Advisers generate firm-branded PDF portfolio reviews from frozen snapshots, model a planned relocation, and produce annual costs-and-charges statements. Borderfolio says it is not a CRM, custody, trading or financial-planning system and generates no recommendations; workspaces are isolated by firm, support required two-factor sign-in and keep an audit trail, and original statements are purged after seven days.
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FAQ
What is Borderfolio?
Portfolio consolidation, cross-border analysis and branded reviews for independent advisers whose clients hold accounts across brokers, currencies and countries.
Who is Borderfolio best for?
Independent advisers and boutique firms whose clients hold accounts across brokers, currencies and fund domiciles. It is in our portfolio analytics & proposals category.
How much does Borderfolio cost?
As of October 28, 2026, Borderfolio's website lists: Founding Adviser, $99/month or $999/year; Advisor, $149/month or $1,490/year; Practice, $2,990/year; White Label, $4,999/year.
What are alternatives to Borderfolio?
Kwanti, Nitrogen, YCharts, StratiFi.