Laying out the streets…STEP 1 OF 3

Borderfolio for Advisors · Office #46,799

Cross-border portfolio intelligence for financial advisers

In the Investing and trading neighborhood (Industry). In town since 21 Oct 2026.

Nobody has claimed this office yet. Tablif records every new product and gives it an office; when its owner claims it, the lights go on.

Is this yours? Claim it

What Tablif read on Borderfolio for Advisors's site

Borderfolio for Advisors describes itself as: “Borderfolio for Advisors — clarity for every portfolio, confidence across borders”

What it is

Calls itself “cross-border portfolio workspace”.

  • Calls itself: cross-border portfolio workspace
“Borderfolio for Advisors is a cross-border portfolio workspace for independent financial advisers and wealth managers.”

Where it puts itself

Rules out “CRM”.

  • Says it will not: CRM
“Does Borderfolio replace existing adviser software? No. It is not a CRM, a custody platform, a trading system or a financial-planning suite.”

What it costs

Monthly subscription and yearly plan. Free for a trial period. Trial: “30-day”. Has an enterprise plan. Sales on request. 7 prices listed on its pages, from $99 to $4,999.

  • Monthly: yes
  • Yearly: yes
  • Free plan: free for a trial
  • Price: 7 prices, from $99 to $4,999
  • Trial: 30-day
  • Enterprise plan: yes
  • Contact sales: yes
“Annual billing $1,490 a year”
“Advisor $149 a month”
“Annual billing $2,990 a year”

Who it sells to

Sells to businesses. Built for small businesses. Made for financial advisers and wealth managers.

  • Sells to: businesses
  • Company size: small businesses
  • Made for: financial advisers · wealth managers
“Built for independent financial advisers and boutique wealth firms.”
“Borderfolio for Advisors is a cross-border portfolio workspace for independent financial advisers and wealth managers.”

How it runs

A web app. Hosted in the cloud.

  • Kind: web
  • Runs where: cloud / hosted
“PDF, CSV, XLSX and image statements. Exports from Freedom24, Trading 212, Interactive Brokers (Flex), DEGIRO, eToro, Revolut, Trade Republic, Freetrade, XTB, Saxo, Schwab, Swissquote and Avanza are read directly.”
“The workspace on your own domain under your brand, without Borderfolio attribution.”

What it works with

Integrates with DEGIRO, Freedom24, Freemius and 3 more. Names Borderfolio investor product on its pages.

  • Integrates with: DEGIRO · Freedom24 · Freemius · +3
  • Names: Borderfolio investor product
“Borderfolio for Advisors is a cross-border portfolio workspace for independent financial advisers and wealth managers.”
“One set of portfolio engines, shared with the Borderfolio investor product, valuing and screening every client the same way”

What it offers as proof

In beta. Try it without signing up. Publishes docs and a blog.

  • Stage: beta
  • Instant signup: yes
  • Trial asks for: nothing
“Now in private alpha, with a 30-day free trial.”
“Request early access”

Sources

Tablif read these pages, last on 21 Oct 2026. Everything above is what the product says about itself; Tablif does not verify every claim.

Similar products in Tablif Town

Explore Tablif Town