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Borderfolio For Advisors

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Borderfolio for Advisors is a portfolio analytics and reporting workspace for independent financial advisers and boutique wealth management firms serving international and relocating clients. The platform brings client profiles, investment accounts, holdings, transactions, documents, and reports into one workspace. Advisers can import brokerage statements, review extracted data, and consolidate investments across accounts, with allocation analysis by trading currency and fund domicile. Client tax profiles record residence, citizenship, US-person status, W-8BEN availability, account types, and adviser-defined dividend and capital gains tax rates. Cross-border analysis highlights fund domicile, currency exposure, US-situs exposure, and estimated US dividend withholding, with documented sources, assumptions, and limitations. Relocation tools help advisers maintain residence histories, record planned moves, compare tax parameters between current and destination countries, and track considerations requiring review. Advisers can generate branded portfolio reviews with their own commentary and retain fixed report snapshots for future reference. A firm-level dashboard brings together client activity, import status, portfolio allocation, and recent reports.

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