Borderfolio For Advisors Pricing Overview

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Borderfolio For Advisors Pricing Key Insights

Last updated on Apr 09, 2026

Borderfolio For Advisors offers 4 pricing editions, starting from $99 to $499. Borderfolio For Advisors pricing tiers are designed to support different usage levels and team sizes. Borderfolio For Advisors also offers a free trial. Compare the Borderfolio For Advisors pricing table below to figure out the best fit for your needs. Some plans may require you to contact Borderfolio for custom pricing.

Founding Adviser — $99 / 1 workspace Per Month

Advisor — $149 / 1 workspace Per Month

Practice — $299 / 1 workspace Per Month

White Label — $499 / 1 workspace Per Month

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Founding Adviser

$99.00

1 workspace Per Month

Available to the first 25 firms. Includes 1 adviser, 15 active clients, and 30 statement imports per month. Start with a 30-day trial, no credit card required. The $99 monthly price is held for your first 12 monthly payments, then changes to $149/month.

Advisor

$149.00

1 workspace Per Month

The complete workspace for an independent financial adviser. Includes 1 adviser, up to 15 active clients, and 30 statement imports per month, with your firm’s name on PDF reports. $149/month or $1,490/year.

Practice

$299.00

1 workspace Per Month

A shared workspace for a small advisory team. Includes up to 3 advisers, 50 active clients, and 100 statement imports per month. Customize reports with your firm’s name, logo, and contact details. $299/month or $2,990/year.

White Label

$499.00

1 workspace Per Month

Run the workspace on your own domain under your firm’s brand, without Borderfolio attribution. Includes up to 25 advisers, 500 active clients, and 1,000 statement imports per month. $499/month or $4,999/year.

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.

Pricing information for Borderfolio For Advisors is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Borderfolio For Advisors must be conducted with the seller.

Prices are in USD and exclude VAT where applicable. Billing is per firm. The 30-day trial is available only on Founding Adviser; other plans start with the first payment. Archived clients do not count toward active-client limits. Cancel anytime. The first payment is refundable within 14 days.

Pricing information was last updated on October 21, 2026

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Pricing information for the above various Borderfolio For Advisors alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

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Borderfolio For Advisors Pricing Overview

Borderfolio For Advisors Pricing Key Insights

Top-Rated Alternatives

Borderfolio For Advisors Alternatives Pricing

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