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Borderfolio for Advisors
Cross-border portfolio intelligence for financial advisers
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.
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!
About Borderfolio for Advisors on Product Hunt
“Cross-border portfolio intelligence for financial advisers”
Borderfolio for Advisors was submitted on Product Hunt and earned 2 upvotes and 1 comments, placing #157 on the daily leaderboard. 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.
On the analytics side, Borderfolio for Advisors competes within Fintech, Investing and Personal Finance — topics that collectively have 77.5k followers on Product Hunt. The dashboard above tracks how Borderfolio for Advisors performed against the three products that launched closest to it on the same day.
Who hunted Borderfolio for Advisors?
Borderfolio for Advisors was hunted by Steffan Kharmaaiarvi. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
For a complete overview of Borderfolio for Advisors including community comment highlights and product details, visit the product overview.
Steffan Kharmaaiarvi