Stop Losing Top Talent to Cross-Border Finance Friction

Aequify removes the financial roadblocks that derail relocations. We help employees save on avoidable taxes and automate multi-country finances, cutting hours of admin, so they can focus on the new role, not money stress.

Expat Assignments

Remote-First Global Teams

Cross-Border Hires

Returning Expats

Benefits you, benefits your employees

Lower financial stress and admin for employees, and cost for you.

$8,200

Lost in avoidable taxes in the first two years of relocation

28%

Declined moves due to unclear personal-finance impact

36%

Assignment failures tied to cross-border finance complexity

An Innovative Benefit for Innovative Employers

Created by people who’ve relocated, Aequify removes cross‑border money stress and keeps assignees compliant, while working alongside your tax firm.


Delight your employees, show you care, and attract top talent while reducing attrition and speeding ramp.

Delight employees with clear take‑home pay and guidance

Reduce relocation‑related attrition; faster time‑to‑productivity

Attract great talent with a modern, people‑first benefit

Plan the move

Plain-Language checklist, Tax outlook and Scenario Planner ensure employees get visibility, control and piece of mind.

Optimize taxes

Get tax credits/deductions using treaty rules to reduce tax burden.

File smoothly

Create clean, tax-ready packages for your employees' tax consultants with just few clicks.

One Platform for International Financial Wellbeing

Aequify helps employees manage the financial side of living and working abroad from a single secure platform.

Global Financial Dashboard

Connect accounts across multiple countries and view finances in one place.

Cross-Border Tax Visibility

Understand potential tax obligations before filing deadlines arrive.

Compliance Support

Stay informed about reporting requirements such as FBAR and FATCA.

Advisor-Ready Data

Generate organized financial information that can be securely shared with tax professionals.

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?

Give Employees Confidence Wherever Work Takes Them

Give Employees Confidence Wherever Work Takes Them

International assignments should create opportunities—not financial uncertainty.

Aequify | Finacial hub for expats
Aequify | Finacial hub for expats

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© 2026 Aequify. All rights reserved.

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 | Finacial hub for expats
Aequify | Finacial hub for expats

Subscribe to Newsletter

Socials

Canada

© 2026 Aequify. All rights reserved.

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 | Finacial hub for expats
Aequify | Finacial hub for expats

Subscribe to Newsletter

Socials

Canada

© 2026 Aequify. All rights reserved.

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.