Articles

Notes for independent advisers and boutique wealth firms on consolidating client portfolios, reviewing cross-border situations and presenting reviews under the firm's name. Each one describes the product as built.

• White-label portfolio reports: what carries your firm's name

  What a firm-branded portfolio review contains in Borderfolio for Advisors: your firm name, logo and contact details on every report, a workspace on your own domain, and what the White Label plan removes.

• A portfolio analytics platform for advisers: what it should do, and what it should leave alone

  What an adviser-facing portfolio analytics platform should handle — statements, consolidation, cross-border screening, client-ready reports, firm controls — and what it should not try to be.

• Consolidating client portfolios across brokers

  How Borderfolio for Advisors turns statements from several brokers into one reviewed client portfolio: supported formats, review before confirmation, duplicates, base-currency valuation and combined returns.

• Portfolio reviews for internationally mobile clients

  The cross-border questions advisers meet with clients who live, invest or retire in different countries: fund domicile, US dividend withholding, US-situs estate exposure, UCITS counterparts and relocation — with the assumptions behind each estimate.