BorderFolio
Portfolio tracking for cross-border investors
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Borderfolio for Advisors - Cross-border portfolio intelligence for financial advisers

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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.

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Hey Product Hunt! 👋 I'm Steffan, the solo founder of Borderfolio. I originally built Borderfolio for individual investors managing portfolios across brokers, currencies, and countries. But after speaking with financial advisers, I realised the same problems become much more complicated when you're responsible for multiple clients. Broker statements arrive in different formats. Portfolio comparisons live in spreadsheets. Cross-border tax considerations require separate research. And turning all of that into a client-friendly review takes time. That's why I built Borderfolio for Advisors. We're starting with portfolio consolidation, cross-border analysis, current-versus-proposed scenarios, and client-ready PDF reviews. It's still early. We're in private alpha, and I'm looking for advisers willing to challenge my assumptions and tell me what actually belongs in their workflow. If you're a financial adviser, I'd especially love to know: **What's the most frustrating part of preparing a portfolio review today?** Thanks for checking it out!