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

Published 19 October 2026 by Borderfolio

Clients rarely see the software an adviser uses. They see the review. That document is where a firm's standards show, so it should leave the office under the firm's name, not the vendor's. This is what Borderfolio for Advisors puts your name on, how a workspace on your own domain works, and what the White Label plan takes off the page.

The review is the part the client keeps

A portfolio review is read long after the meeting. It is forwarded to a spouse, filed with an accountant, and compared with last year's version. If the cover carries a software brand and the contents look like a dashboard export, the client sees a tool. If it carries your firm and reads like a considered document, the client sees your advice.

Borderfolio for Advisors generates the review as a PDF of up to nine sections: executive summary, allocation, holdings, performance, dividends and fees, currency and fund-domicile exposure, cross-border considerations, adviser notes, and sources, assumptions and limitations. Branding applies to all of it.

What is branded, and on which plan

The firm name on reports can differ from the workspace name. A firm that trades under one name and is registered under another sets the name clients should read.

Attribution, and what White Label removes

On most plans each page footer keeps one short line: prepared with Borderfolio, for discussion with your adviser, not tax, legal or investment advice. The report cover carries the Borderfolio crest beside your firm's name. Your firm leads, and Borderfolio is named as the platform underneath.

The White Label plan removes Borderfolio's name and crest from everything your clients and team see. The report cover shows only your firm. The footer reads "for discussion with your adviser, not tax, legal or investment advice", and the cover note describes the figures as computed by the portfolio engines without naming us. The sign-in page on your domain shows only your firm, and the workspace sidebar shows your logo and name instead of ours.

One thing stays on every plan: the notice that the figures are not tax, legal or investment advice. A client or compliance officer reading the document later can still see that the analysis came from a portfolio engine, while the commentary came from you.

A workspace on your own domain

On the White Label plan the workspace runs at an address you own, such as portal.yourfirm.com. The owner enters the address in Settings. The workspace then shows the single DNS record to create at your domain provider: a CNAME pointing at Borderfolio. When that record is in place, the certificate is issued automatically and the address goes live. The workspace checks every few minutes, and there is a button to check straight away.

• The sign-in page on that address shows your firm's name and logo.
• Advisers sign in there with their usual credentials, and your firm's workspace opens first.
• Invitation links for new colleagues use your address.
• It must be a subdomain. A bare domain such as yourfirm.com cannot carry the CNAME on most providers.
• If the record is later removed, the address stops showing your firm within the hour. Your team keeps working at the standard address.

Nothing about access changes on your domain. Membership, roles, two-factor sign-in and the audit trail behave exactly as they do elsewhere.

Your commentary, kept apart

A branded document should still make clear who said what. The adviser's observations are stored with the report and printed in their own section, labelled as adviser-authored. The engine's analysis is never mixed into them, and your words are never attributed to the engine.

A document that does not change

When a review is generated, the figures are read once and stored as a versioned snapshot. Every later download renders that snapshot, so the PDF you sent in October is the PDF you can reopen in March, whatever statements arrived in between. A new review is a new report.