For cross-border financial planners · wealth managers · family offices
See your client's whole cross-border financial picture. Without chasing a single statement.
Your internationally mobile clients connect their accounts once — US, UK and EU banks and brokerages. You get a verified, always-current multi-currency Client Snapshot, shared with explicit consent and revocable any time.
Refundable deposit. Credited in full to your first term. Auto-refunded if we miss the ship date.
What you get
One connection, every account
Clients link US, UK and EU accounts through regulated bank-data providers. Balances, holdings and income arrive normalized into one currency — no PDFs, no CSVs, no retyping.
The numbers you actually chase
For US-connected clients: peak combined foreign balance for the FBAR test and year-end values against Form 8938 thresholds, computed from real account history. Inputs for your judgement, not filing advice.
Consent-first, always revocable
Clients see exactly what you see and can revoke access at any moment. For clients using PopaDex's end-to-end encryption, sharing preserves E2EE — data is re-encrypted for you on the client's device, never opened on our servers.
Coverage today: strong for US, UK and EEA accounts (including Portugal and Germany). No provider currently connects Israeli banks — Israeli accounts are supported through manual entry. We would rather tell you now than after you commit.
Two tiers, both founding priced
Solo / boutique
Up to 15 connected clients
Annual: €1,990 (2 months free)
Firm / family office
Up to 50 connected clients
Annual: €3,990 (2 months free)
Founding prices are locked for life. 30-day money-back on your first term. No calls, no demos, no onboarding fees.
How the founding deposit works
Reserve with a EUR 250 deposit. It is fully credited to your first term.
We build your portal with the first five founding advisers. If we miss the promised ship date, every deposit is refunded automatically.
Your clients get a branded connect link; you get the dashboard. Cancel inside 30 days of first payment for a full refund.
Questions
Is this financial or tax advice?
No. The portal is a read-only visibility tool. It computes facts from connected accounts; advice stays with you.
What about client privacy?
Sharing is per-adviser, explicit, logged and revocable. Clients using end-to-end encryption keep it — shared data is re-encrypted on their device for you specifically.
Can I try it first?
The sample dashboard shows exactly what you receive. The deposit is refundable and credited — that is the trial.
Do you do calls?
No calls, no demos. Everything is async: the sample link, email, and self-serve checkout.
See your client's whole cross-border financial picture.
Refundable deposit. Credited in full to your first term. Auto-refunded if we miss the ship date.