For financial advisors
Spend More Time Advising.
Not Collecting Documents.
Spend More Time Advising.
Not Collecting Documents.
Aequify helps financial advisors reduce paperwork by 80%, automatically organize client financial data, and spend more time delivering advice.
Trusted by Advisors Across
United States
Canada
United Kingdom
Europe
Spain
and many more..
United States
Canada
United Kingdom
Europe
Spain
and many more..
ALL CLIENT DATA at ONE PLACE.
Everything you need before the meeting starts.
Everything you need before the meeting starts.
Your clients securely connect their financial accounts just once.
Client Overview
Linked Bank Accounts
Investment Portfolio
Cash Flow
Financial Timeline
Benefits
One Platform. Every Client. Less Paperwork.
One Platform. Every Client. Less Paperwork.
Reduce paperwork by 80%
Automate repetitive onboarding tasks and eliminate manual data collection.
Automatic Financial Data Collection
Securely import banking and investment information without asking clients to upload documents manually.
Complete Client View
Access accounts, investments, cash flow, tax insights, and financial information from one dashboard.
No More Spreadsheets
Replace disconnected Excel sheets with one organized workspace.
How Aequify Works
Four Simple Steps to Smarter Client Management
Four Simple Steps to Smarter Client Management
Four Simple Steps to Smarter Client Management
From secure account connections to complete financial insights, Aequify automates the busywork so you can focus on building stronger client relationships.
Invite your client
Invite existing or new clients with a secure invitation link.
Invite your client
Invite existing or new clients with a secure invitation link.
Connect Financial Accounts
Clients securely connect their bank accounts and investment portfolios.
Connect Financial Accounts
Clients securely connect their bank accounts and investment portfolios.
Automatic Data Collection
Aequify gathers, categorizes, and organizes financial information automatically.
Automatic Data Collection
Aequify gathers, categorizes, and organizes financial information automatically.
Review & Advise
Access complete financial insights and spend more time building meaningful client relationships.
Review & Advise
Access complete financial insights and spend more time building meaningful client relationships.
Turn conversations into insights
Access complete financial insights and spend more time building meaningful client relationships.
YOUR SERVICE, YOUR WAY
Choose the Client Experience That Fits Your Firm
Choose the Client Experience That Fits Your Firm
Whether you manage onboarding for clients or let them self-serve, Aequify fits seamlessly into your workflow.
White-Label It
Put your brand on the portal. Clients see your firm, not ours.
Your logo & branding
Client sees your firm
You stay front and centre
Get Tax Outlook
Track what you may owe in each country — no surprises.
No Double Taxation
We identify treaties and deductions so you don’t overpay.
Scenario Planner
Run various scenarios know the tax impact of client's future moves.
Use the Aequify Portal
White-Label It
Put your brand on the portal. Clients see your firm, not ours.
Your logo & branding
Client sees your firm
You stay front and centre
Get Tax Outlook
Track what you may owe in each country — no surprises.
No Double Taxation
We identify treaties and deductions so you don’t overpay.
Scenario Planner
Run various scenarios know the tax impact of client's future moves.
Use the Aequify Portal
White-Label It
Put your brand on the portal. Clients see your firm, not ours.
Your logo & branding
Client sees your firm
You stay front and centre
Get Tax Outlook
Track what you may owe in each country — no surprises.
No Double Taxation
We identify treaties and deductions so you don’t overpay.
Scenario Planner
Run various scenarios know the tax impact of client's future moves.
Use the Aequify Portal
Privacy and control
Privacy and control
Aequify uses secure, read-only connections and advanced safeguards.
SOC II Certification
We have undergone independent security audits to ensure our platform meets the highest standards for data protection and privacy.
Two-Factor Authentication
Add an extra layer of protection to your account with secure login verification to keep your information safe.
Bank Grade Security
Your data is encrypted using industry-leading security standards — the same level of protection trusted by global financial institutions.
PSD2 in the European Union
For financial account aggregation and tracking, Aequify supports 30+ countries, including the United States, Canada, the United Kingdom, and countries across the European Union.
SOC II Certification
We have undergone independent security audits to ensure our platform meets the highest standards for data protection and privacy.
Two-Factor Authentication
Add an extra layer of protection to your account with secure login verification to keep your information safe.
Bank Grade Security
Your data is encrypted using industry-leading security standards — the same level of protection trusted by global financial institutions.
PSD2 in the European Union
For financial account aggregation and tracking, Aequify supports 30+ countries, including the United States, Canada, the United Kingdom, and countries across the European Union.
SOC II Certification
We have undergone independent security audits to ensure our platform meets the highest standards for data protection and privacy.
Bank Grade Security
Your data is encrypted using industry-leading security standards — the same level of protection trusted by global financial institutions.
Two-Factor Authentication
Add an extra layer of protection to your account with secure login verification to keep your information safe.
PSD2 in the European Union
For financial account aggregation and tracking, Aequify supports 30+ countries, including the United States, Canada, the United Kingdom, and countries across the European Union.
Your questions,
Answered
Your questions,
Answered
Everything you need to know before starting your journey
Does Aequify replace my tax prep software?
How is my clients' financial data secured?
How quickly can I onboard a client, and how much work is it for them?
Can I white-label the client portal?
What if a client connect their accounts, or needs a white-glove, done-for-them experience?
Does Aequify replace my tax prep software?
How is my clients' financial data secured?
How quickly can I onboard a client, and how much work is it for them?
Can I white-label the client portal?
What if a client connect their accounts, or needs a white-glove, done-for-them experience?
Does Aequify replace my tax prep software?
How is my clients' financial data secured?
How quickly can I onboard a client, and how much work is it for them?
Can I white-label the client portal?
What if a client connect their accounts, or needs a white-glove, done-for-them experience?
Ready to spend more time advising?
Ready to spend more time advising?
Join thousands of financial advisors using Aequify to reduce paperwork, onboard clients faster, and deliver better financial advice.
Aequify helps expats and globally mobile individuals manage cross-border finances by connecting bank and investment accounts, organizing transactions, and generating tax-ready reports for international tax filing workflows.
This includes support for common U.S. expat reporting needs like FBAR and FATCA (Form 8938) summaries, plus year-round visibility into income, expenses, and foreign accounts across countries. Aequify is a software platform only and does not provide tax, legal, or financial advice, and it does not guarantee compliance or results.
The Aequify Marketplace lists independent tax advisors and financial professionals who may specialize in U.S. expat tax, cross-border tax planning, and international filings. These advisors are not employees, agents, or representatives of Aequify. Aequify does not endorse, certify, or guarantee any advisor’s advice, work, fees, or outcomes. If you choose to work with an advisor, you engage and contract with them directly, and you should verify their credentials and fit for your situation.
If you have any questions, please contact us using the Contact Us form mentioned above.
Aequify helps expats and globally mobile individuals manage cross-border finances by connecting bank and investment accounts, organizing transactions, and generating tax-ready reports for international tax filing workflows.
This includes support for common U.S. expat reporting needs like FBAR and FATCA (Form 8938) summaries, plus year-round visibility into income, expenses, and foreign accounts across countries. Aequify is a software platform only and does not provide tax, legal, or financial advice, and it does not guarantee compliance or results.
The Aequify Marketplace lists independent tax advisors and financial professionals who may specialize in U.S. expat tax, cross-border tax planning, and international filings. These advisors are not employees, agents, or representatives of Aequify. Aequify does not endorse, certify, or guarantee any advisor’s advice, work, fees, or outcomes. If you choose to work with an advisor, you engage and contract with them directly, and you should verify their credentials and fit for your situation.
If you have any questions, please contact us using the Contact Us form mentioned above.
Aequify helps expats and globally mobile individuals manage cross-border finances by connecting bank and investment accounts, organizing transactions, and generating tax-ready reports for international tax filing workflows.
This includes support for common U.S. expat reporting needs like FBAR and FATCA (Form 8938) summaries, plus year-round visibility into income, expenses, and foreign accounts across countries. Aequify is a software platform only and does not provide tax, legal, or financial advice, and it does not guarantee compliance or results.
The Aequify Marketplace lists independent tax advisors and financial professionals who may specialize in U.S. expat tax, cross-border tax planning, and international filings. These advisors are not employees, agents, or representatives of Aequify. Aequify does not endorse, certify, or guarantee any advisor’s advice, work, fees, or outcomes. If you choose to work with an advisor, you engage and contract with them directly, and you should verify their credentials and fit for your situation.
If you have any questions, please contact us using the Contact Us form mentioned above.