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description: If you're in a hunt for the best solution for your business, learn what Borderfolio For Advisors has to offer thanks to GetApp Singapore. We provide the most detailed information on pricing, benefits, and disadvantages of software.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Borderfolio For Advisors Price, Reviews & Ratings | GetApp Singapore 2026
---

Breadcrumb: [Home](/) > [Product Analytics Tools](/directory/3791/product-analytics/software) > [Borderfolio For Advisors](/software/2383260/borderfolio-for-advisors)

# Borderfolio For Advisors

Canonical: https://www.getapp.sg/software/2383260/borderfolio-for-advisors

> Portfolio analytics and client reporting for financial advisors managing international investments.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Borderfolio For Advisors

Bring international client portfolios into one workspace
Import broker statements and review holdings across accounts, currencies, and markets. Keep portfolio data alongside each client's tax profile, documents, and reports to simplify preparation for client reviews.

Explain investment performance clearly
Separate capital contributions from investment gains and losses so clients can understand how much portfolio growth came from additional deposits and how much came from their investments.

Understand cross-border investment costs
Estimate dividend withholding based on tax residency and fund domicile. Review fund fees, platform charges, and advisory fees to give clients a clearer picture of the costs affecting their portfolios.

Compare alternatives before making changes
Model current holdings against proposed investments, including US-domiciled funds and Irish UCITS alternatives. Compare fees, estimated after-tax income, and domicile exposure without changing the client's actual holdings.

Support internationally mobile clients
Record residence history and planned relocations, then compare estimated tax treatment using client-specific assumptions. Bring cross-border considerations into portfolio discussions before a move.

Prepare consistent, branded client reports
Generate portfolio reviews with your firm's branding and download them as PDFs. Each report preserves the information captured when it was generated, making previous reviews easy to revisit.

Monitor advisory fees across your practice
Track assets under advice, estimated annual advisory fee revenue, and total client costs. Compare cost levels across portfolios to support transparent fee discussions.

## 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 Visualization
- Product Data Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Product Analytics Tools](https://www.getapp.sg/directory/3791/product-analytics/software)

## Links

- [View on GetApp](https://www.getapp.sg/software/2383260/borderfolio-for-advisors)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/borderfolio-for-advisors/> |
| en-AE | <https://www.getapp.ae/software/2383260/borderfolio-for-advisors> |
| en-AU | <https://www.getapp.com.au/software/2383260/borderfolio-for-advisors> |
| en-CA | <https://www.getapp.ca/software/2383260/borderfolio-for-advisors> |
| en-GB | <https://www.getapp.co.uk/software/2383260/borderfolio-for-advisors> |
| en-IE | <https://www.getapp.ie/software/2383260/borderfolio-for-advisors> |
| en-NZ | <https://www.getapp.co.nz/software/2383260/borderfolio-for-advisors> |
| en-SG | <https://www.getapp.sg/software/2383260/borderfolio-for-advisors> |
| en-ZA | <https://www.getapp.za.com/software/2383260/borderfolio-for-advisors> |

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