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description: Review of Borderfolio For Advisors Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Borderfolio For Advisors | Reviews, Pricing & Demos - SoftwareAdvice GB
---
Breadcrumb: [Home](/) > [Product Analytics Tools](/directory/4437/product-analytics/software) > [Borderfolio For Advisors](/software/779269/Borderfolio-For-Advisors)
# Borderfolio For Advisors
Canonical: https://www.softwareadvice.co.uk/software/779269/Borderfolio-For-Advisors
> Borderfolio For Advisors is a cloud-based portfolio tracking solution built for financial advisors and wealth managers who work with long-term international investors. It serves small to mid-sized advisory firms across a range of industries that manage cross-border assets and multi-currency holdings. Borderfolio For Advisors consolidates holdings across global markets into a single dashboard, giving advisors a clear view of client portfolios without switching between platforms. Core features include multi-currency tracking, performance reporting, and client portfolio management tools that help advisors monitor international investments and present clear summaries to clients. The software is deployed via the cloud, so no installation is required. Advisors can access it from any web browser. Support is available through email and an online knowledge base, giving users resources to resolve questions at their own pace.
>
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.
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## About the vendor
- **Company**: Borderfolio
## Commercial Context
- **Pricing model**: (Free Trial)
- **Pricing Details**: Borderfolio for Advisors is billed per firm. All plans include brokerage statement import and review, consolidated client portfolios, cross-border analysis, relocation planning, portfolio scenarios, and PDF portfolio reviews.
Founding Adviser: $99/month for 1 adviser, up to 15 active clients, and 30 statement imports per month. Available to the first 25 firms, with a 30-day trial and no credit card required. The founding price applies to the first 12 monthly payments, then changes to $149/month.
Advisor: $149/month or $1,490/year. Includes 1 adviser, up to 15 active clients, 30 statement imports per month, and firm-name branding on reports.
Practice: $299/month or $2,990/year. Includes up to 3 advisers, 50 active clients, 100 statement imports per month, a shared workspace, and reports featuring the firm’s name, logo, and contact details.
White Label: $499/month or $4,999/year. Includes up to 25 advisers, 500 active clients, 1,000 statement imports per month, and the workspace on the firm’s own domain under its brand, without Borderfolio attribution.
Custom quotes are available for larger firms or specific contractual requirements.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Georgia, South Africa
## Features
- Data Visualisation
- Product Data Management
## Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
## Category
- [Product Analytics Tools](https://www.softwareadvice.co.uk/directory/4437/product-analytics/software)
## Links
- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/779269/Borderfolio-For-Advisors)
## This page is available in the following languages
| Locale | URL |
| en | |
| en-AU | |
| en-GB | |
| en-IE | |
| en-NZ | |
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## Structured Data