Borderfolio for Advisors is a cross-border portfolio workspace for independent financial advisers and wealth managers. Import broker statements, consolidate client holdings, analyse ETF domicile, dividend withholding and US estate exposure, and compare current vs proposed portfolios. Generate client-ready PDF reviews with your own commentary. Built to reduce spreadsheet work and make complex international portfolios easier to explain. Now in private alpha, with a 30-day free trial.

Contribution-first portfolio tracker for long-term international investors. Imports broker statements, separates contributions from market returns, and estimates cross-border dividend withholding by fund domicile and tax residence.