Borderfolio
B2B tool for financial advisers consolidating brokerage statements and cross-border portfolio reviews, paying 30% recurring for a referred firm's first year.
About the Borderfolio affiliate program
Borderfolio for Advisers helps financial advisers consolidate brokerage statements, flag cross-border investment considerations, and prepare structured client portfolio reviews. Its affiliate program, confirmed on its own page, pays 30% of each payment a referred firm makes during its first 365 days from that firm's first payment, with last-click attribution inside a 60-day window. Payouts run through PayPal or Payoneer with a $25 minimum, smaller balances rolling to the next month — contrary to the submission, which said payout terms were still to be confirmed, the program's own page already states them. There is no dedicated application URL yet; interested partners apply by contacting the team directly.
Pros and cons
- ✓30% of each payment for a referred firm's first 365 days, confirmed on the program's own page
- ✓60-day last-click attribution window
- ✓Low $25 payout minimum via PayPal or Payoneer
- ✓Niche B2B FinTech audience (advisers, cross-border tax specialists) with high per-account value
- –No dedicated affiliate signup page yet — applications go via direct email
- –Capped at 365 days, not lifetime recurring
- –Narrow target audience limits volume
Topics
Borderfolio runs its own affiliate program (PayPal/Payoneer). Look for an "Affiliates" or "Partners" link in the footer of their website. We list program details for reference and don’t link out — always confirm the current terms with the program itself.