Solutions
Borderfolio for Advisors is one workspace: statements in, a consolidated and screened portfolio, your commentary, a client-ready report. These pages describe it from the side of the job you are doing.
- Portfolio review software
Review a prospect’s existing portfolio before any assets move, and take a sourced report to the first meeting.
- Multi-broker consolidation
Several providers and currencies in one checked portfolio, with combined exposure, returns, costs and income.
- Cross-border portfolio analysis
Fund domicile, withholding, US and Irish ETFs, super and SMSFs, New Zealand FIF and relocation, each with its assumptions.
- Interactive Brokers portfolio reporting
Flex statements or a read-only daily connection, consolidated with the client’s other accounts.
- White-label portfolio reports
What carries your firm’s name on each plan, from reports to a workspace on your own domain.
Looking for a country? The guides for the United Kingdom, Canada, Australia, New Zealand and advisers to US expats describe what is screened there. How each feature works is in the documentation.
Last updated . Describes the product as built; figures are screening estimates for professional review, not tax, legal or investment advice.