Borderfolio for Advisors
Founder submittedConsolidate client investments, uncover portfolio insights, and deliver professional reviews with international investment intelligence built for wealth advisers.
Commission
30%
Recurring
Est. earnings
$30 - $1500
per referral
Cookie
60 days
Payout
Monthly
$25 minimum
Approval
Manual
Platform
Other
Description
Borderfolio for Advisors is a dedicated intelligence layer and workspace built for independent financial advisers and boutique wealth firms. The platform helps professionals consolidate client investments from multiple brokerage statements, understand allocation and currency exposure, and track fund-domicile exposures. Advisers can upload supported brokerage statements, review extracted positions and transactions, and present structured portfolio reviews under their own firm name.
The platform is designed for advisers working with internationally mobile clients, expatriates, and clients holding cross-border assets. It offers clear decision support tools, handling tasks like calculating expected annual income from trailing distributions and estimating withholding taxes based on residence treaties. Every figure states its source and assumptions, ensuring advisers maintain full control over the final reports presented to clients.
The affiliate program offers a recurring commission structure where partners earn 30 percent of each payment a referred firm makes during its first 365 days. The cookie duration is set to 60 days from the click with last-click attribution. Payouts are handled monthly via PayPal or Payoneer with a minimum payout threshold of 25 USD.
Commission notes
Partners earn 30% of each payment a referred firm makes during its first 365 days from the first payment.
Restrictions
No bidding on the Borderfolio name in paid search, no fabricated reviews or testimonials, and no claims about features the product does not have.
