Cross-border portfolio analysis for advisers

Q: Is there an adviser dashboard or a multi-client workspace?

Yes, as a separate product: Borderfolio for Advisors at b2b.borderfolio.app. It gives a firm its own workspace with a client list, per-client statement imports and review, consolidated analysis, cross-border findings with their assumptions stated, and client-ready PDF reports. The individual account has none of that, and neither product integrates with a CRM.

Last reviewed 21 October 2026

Turn broker statements into a structured view of holdings, fund domicile, withholding and cross-border exposure — before the deeper planning work begins.

Open Borderfolio for Advisors Explore a sample portfolio

The adviser workspace — clients, imports, consolidated analysis, cross-border findings and client-ready PDF reports — lives at b2b.borderfolio.app. This page describes the individual product that it is built on. The sample portfolio needs no sign-up.

Cross-border portfolios are messy before the planning even starts

Clients arrive with investments spread across brokers, markets, currencies and fund domiciles. Before the actual planning work begins, someone still has to collect the statements, normalise the holdings and identify the issues that deserve attention. That part is clerical, it is slow, and it happens before you can say anything useful.

Multiple brokers, multiple formats A PDF from one broker, a CSV from another, a screenshot from the third — each with its own columns, date order and fee naming.

Holdings across markets and domiciles The same exposure held through a US-domiciled ETF and an Irish UCITS is not the same position once tax is in the picture.

Residence and withholding context What is withheld at source depends on where the fund is domiciled and where the client is resident — two facts that rarely appear on the statement.

What BorderFolio can do today

Everything in this section exists in the product now. Where it stops, the next section says so.

Import from any broker statement PDF, CSV, XLSX, plain text or a screenshot — the document is read rather than the account, so there is no supported-broker list to check against. Freedom24 and Interactive Brokers can optionally be connected with read-only credentials the account holder generates; they are the only live broker connections.

A reviewable extraction Positions and transactions are shown before they are applied, stay pending until confirmed, and a re-uploaded overlapping period is de-duplicated on ticker, date, quantity and direction with the skipped count shown.

Up to five portfolios side by side Plus one combined view. That is the paid-plan ceiling — enough for a handful of accounts, not for a book of clients.

Fund and ETF domicile per holding The domicile of each fund is resolved and shown, which is what makes the US-versus-Ireland comparison a number rather than a conversation.

Dividend withholding estimated per instrument From fund domicile against the tax residence configured for that portfolio, including the residence-side second step and the US-situs estate threshold. Informational estimates with their assumptions shown — not filing figures.

Contributions separated from market movement Contributions, market movement, dividends, fees and withholding must sum to the portfolio value or the breakdown is not displayed. Time-weighted and money-weighted return are both computed, and withheld — with the reason named — when the history cannot support them honestly.

Coverage is a list rather than a claim: 67 exchanges across 49 countries and territories, 36 quote currencies, 19 currencies a portfolio can be kept in and 78 countries of tax residence the withholding model resolves. The whole list is on the coverage page.

A data layer before the advice

BorderFolio is not intended to replace an adviser’s judgement. The goal is to reduce the manual work involved in turning fragmented portfolio data into something structured enough to review.

1The client provides broker statements. Whatever their brokers issue — no credentials, no account access.
2BorderFolio structures the portfolio. Holdings, transactions and contributions are extracted, shown for review, and de-duplicated against what is already there.
3Cross-border context is surfaced. Fund domicile, estimated withholding against the configured residence, currency exposure, the period breakdown.
4You apply professional judgement. The planning, the recommendation and the responsibility stay entirely with you.

What the individual product does not do

This is the important half. Everything below describes the individual BorderFolio account. The multi-client workflow is a separate product, Borderfolio for Advisors, noted where it changes the answer.

No adviser dashboard and no multi-client workspace in the individual account. It is built around one investor looking at their own portfolios. The practice view — firm workspace, client list, per-client imports and reviews — is Borderfolio for Advisors. There is still no CRM integration in either.
No client logins and no seats. There is one account — yours. Clients cannot be invited to view their own portfolio, and nothing can be shared read-only.
No white-label here. No custom domain and no branded output in the individual account. In Borderfolio for Advisors, PDF reports carry the firm name and logo from the Practice plan up, and the White Label plan puts the workspace on the firm’s own domain.
Five portfolios, not fifty. The paid plan tracks up to five portfolios side by side plus a combined view. That is a real ceiling: it fits a handful of accounts, not a book of clients. A higher ceiling is the one adviser-adjacent item that is on the roadmap, under NEXT — which the roadmap itself states is a plan rather than a commitment.
No automated ongoing sync. Except for the optional read-only Freedom24 and Interactive Brokers connections, a portfolio moves forward when a new statement is uploaded. Nothing updates client accounts on its own.
No client-ready report export here. Contributions export as a CSV — date, ticker, exchange, quantity, amount, currency, price per share, type. The PDF review report, with the adviser’s own commentary kept apart from the system analysis, is in Borderfolio for Advisors.
No adviser billing here. Plans are the ordinary individual plans. Firm plans with client and seat limits belong to Borderfolio for Advisors.
No filing figures and no advice. Every tax number is an informational estimate with its assumptions shown. BorderFolio is not a broker, investment adviser or tax adviser, and nothing in it can trade or move money. You remain the adviser; see the disclaimer.

Read plainly: the individual account is a good instrument for your understanding of a handful of client portfolios. For a book of clients, use the adviser workspace.

Before you upload anything belonging to a client

Uploaded files are held in private storage so a failed import can be retried, and a daily job deletes every stored file older than seven days; deleting the account removes them immediately. The document is sent to an external model provider over TLS for extraction. Account numbers printed on a statement are used during the import to keep two accounts apart and are not stored. The full account is on the security page — worth reading before you upload a document belonging to someone else.

If you want to try it first without that question: the sample portfolio is a private copy of a multi-year portfolio, needs no sign-up, and shows the period breakdown on data that already has history behind it. After that, one real statement on the free plan — one portfolio, up to 10 holdings, three document imports a month, no card.

Common questions

Is there an adviser dashboard or a multi-client workspace?

Yes, as a separate product: Borderfolio for Advisors. It gives a firm its own workspace with a client list, per-client statement imports and review, consolidated analysis, cross-border findings with their assumptions stated, and client-ready PDF reports. The individual account on this page has none of that, and neither product integrates with a CRM.

Can my clients log in and see their own portfolio?

No. In the individual account there is one login and it is yours. In Borderfolio for Advisors clients are records inside the firm’s workspace, not users: they do not log in, and nothing is shared with them except the report you hand over.

Is there a white-label or branded report option?

Not in the individual account. In Borderfolio for Advisors, from the Practice plan up, PDF reports carry the firm’s name and logo, and the White Label plan runs the workspace on the firm’s own domain without Borderfolio attribution; adviser commentary is always kept separate from the system analysis.

How many client portfolios can I track?

In the individual account, up to five on the paid plan, side by side, plus one combined view; the free plan covers one portfolio with up to 10 holdings and three document imports a month. That fits a handful of accounts, not a book of clients — for that, Borderfolio for Advisors sets client and import limits per firm plan.

Does it work with any broker my client uses?

If the broker issues a statement, yes — the document is read rather than the account, so there is no supported-broker list. PDF, CSV, XLSX, plain text and screenshots are all accepted. Freedom24 and Interactive Brokers can optionally be connected with read-only credentials the account holder generates; they are the only live broker connections.

Can I hand the client a report from it?

Not from the individual account: contributions export as a CSV with date, ticker, exchange, quantity, amount, currency, price per share and type, and there is no PDF. Borderfolio for Advisors generates a PDF review report from a frozen snapshot, with sources, limitations and the adviser’s own notes. In both, the figures are informational estimates, not filing figures, and nothing is investment or tax advice.

The adviser workspace

If you regularly review portfolios held across brokers, markets or jurisdictions, the multi-client version of this is Borderfolio for Advisors: a firm workspace, client records, statement import and review per client, consolidated analysis, cross-border findings with their assumptions, and PDF review reports. Access is by request from that site.

Visit b2b.borderfolio.app Email us

Disclaimer

BorderFolio provides informational portfolio analytics and estimates only. It does not provide investment, tax or legal advice. Withholding and tax figures are estimates produced from stated assumptions and are not filing figures; they do not account for an individual client’s full circumstances. BorderFolio is not a broker, investment adviser or tax adviser, cannot trade or move money, and any decision taken after reading its output remains the responsibility of the adviser and the client. The full text is on the disclaimer page.

Broker statement importEvery accepted format, what is extracted, and how overlapping statements de-duplicate. Withholding methodologyThe two tax steps, how a per-instrument rate is resolved, and every assumption behind it. Security & data handlingWhat happens to a document you upload on someone else’s behalf, and how to delete it. New Zealand FIF rulesWhat the FIF rules need from a client record — cost, opening value, and the Australian exemption. Markets, currencies & residencesWhich exchanges are priced, which reporting currencies, which residences the tax layer resolves.

Open Borderfolio for Advisors Run one statement on the individual plan Individual free plan — 3 document imports a month, no card required.