---
description: Learn more about Borderfolio For Advisors pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Borderfolio For Advisors Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Product Analytics Tools](/directory/32915/product-analytics/software) > [Borderfolio For Advisors](/software/1327092/Borderfolio-For-Advisors)

# Borderfolio For Advisors

Canonical: https://www.capterra.ca/software/1327092/Borderfolio-For-Advisors

> Portfolio analytics and client reporting for financial advisors managing international investments.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Borderfolio For Advisors?

Independent financial advisors, wealth managers, and small advisory firms serving expatriates, internationally mobile clients, and investors with globally diversified portfolios.

## About the vendor

- **Company**: Borderfolio

## Commercial Context

- **Pricing model**:  (Free Trial)
- **Pricing Details**: 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.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Georgia, South Africa

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support

## Category

- [Product Analytics Tools](https://www.capterra.ca/directory/32915/product-analytics/software)

## Alternatives

1. [Adobe Customer Journey Analytics](https://www.capterra.ca/software/1028781/adobe-customer-journey-analytics) — 4.6/5 (5 reviews)
2. [Lucky Orange](https://www.capterra.ca/software/150695/lucky-orange) — 4.7/5 (269 reviews)
3. [Google Analytics 360](https://www.capterra.ca/software/177042/google-analytics) — 4.7/5 (8101 reviews)
4. [Hotjar](https://www.capterra.ca/software/163516/hotjar) — 4.6/5 (546 reviews)
5. [Pendo](https://www.capterra.ca/software/151951/pendo-platform) — 4.5/5 (238 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/1327092/Borderfolio-For-Advisors)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10271915/Borderfolio-For-Advisors/> |
| en-AE | <https://www.capterra.ae/software/1327092/Borderfolio-For-Advisors> |
| en-AU | <https://www.capterra.com.au/software/1327092/Borderfolio-For-Advisors> |
| en-CA | <https://www.capterra.ca/software/1327092/Borderfolio-For-Advisors> |
| en-GB | <https://www.capterra.co.uk/software/1327092/Borderfolio-For-Advisors> |
| en-IE | <https://www.capterra.ie/software/1327092/Borderfolio-For-Advisors> |
| en-IL | <https://www.capterra.co.il/software/1327092/Borderfolio-For-Advisors> |
| en-IN | <https://www.capterra.in/software/1327092/Borderfolio-For-Advisors> |
| en-NZ | <https://www.capterra.co.nz/software/1327092/Borderfolio-For-Advisors> |
| en-SG | <https://www.capterra.com.sg/software/1327092/Borderfolio-For-Advisors> |
| en-ZA | <https://www.capterra.co.za/software/1327092/Borderfolio-For-Advisors> |

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