For advisers with internationally mobile clients
See your client's whole financial picture, in every country.
Your internationally mobile clients connect their US, UK and EU accounts once. You get a verified, always-current net worth snapshot in one currency, shared with consent and revocable any time.
30-day money-back guarantee, no questions asked. Founding price locked from day one.
Meridian Cross-Border Advisory
Adviser Portal · 3 connected clients
Anna Kovacs
US / UK
Peak foreign balance (2026)
$63,200
aggregate exceeded $10,000 · FBAR test met
What your clients connect, and what you get back
Connect once. Every account stays current.
Clients link US, UK and EU banks and brokerages through regulated open-banking providers. Balances and holdings arrive in one currency and update automatically. Connections cover 30+ countries; anything a provider can't reach yet goes in by manual entry, so the snapshot is still complete.
Connected banks
15,000+ · 30+ countries
The numbers you'd otherwise chase by hand
For US-connected clients, the portal computes the peak combined foreign balance for the FBAR test and year-end values against Form 8938 thresholds, straight from real account history. These are inputs for your judgement, not filing advice.
Peak foreign balance
$63,200
Client consent, start to finish
Clients see exactly what you see and can revoke access in one click. If a client uses PopaDex end-to-end encryption, sharing keeps it: data is re-encrypted for you on their device and never opened on our servers.
Every client share
Shared by client · view-only · revocable
Two tiers, both founding priced
Portals go live in small batches. Your guarantee runs from your first charge, and your founding price is locked from day one.
Solo / boutique
Up to 15 connected clients
Firm / family office
Up to 50 connected clients
Founding price locked for life. 30-day money-back guarantee, no questions asked. No calls, no demos, no setup fees.
Questions
Which countries and banks can clients connect?
Live connections cover 30+ countries, with the strongest coverage across US, UK and EEA banks and brokerages (Portugal and Germany included). Some banks aren't reachable through any provider yet — Israeli banks, for example, are supported by manual entry only. Anything a connection can't reach, your client adds by hand, so the snapshot is still complete.
When does my portal go live?
Portals go live in small batches so each one gets set up properly. You'll get your branded client connect link and dashboard access when your batch opens. Your founding price is locked from day one, and your 30-day money-back guarantee runs from your first charge.
Do you do onboarding calls or demos?
No. Everything is self-serve: the sample dashboard, email support, and checkout. The sample shows exactly what you receive, so there's nothing a call would add.
What happens to client privacy?
Each client shares with you explicitly, and every share is logged and revocable in one click. If a client uses end-to-end encryption, sharing keeps it: the data is re-encrypted for you on their device and never opened on our servers.
Is this financial or tax advice?
No. The portal is read-only. It shows connected accounts and computes figures from real account history. The advice stays with you.
Your next fact-find could be a link, not a folder of statements.
30-day money-back guarantee, no questions asked. Founding price locked from day one.