FOR ADVISORY FIRMS

The operating system for expat advisory firms

Give your agency a branded platform for client case management, compliance automation, and jurisdiction intelligence. Ready in days, not months.

Request a DemoSee Pricing

Your clients pay premium fees. They deserve a premium experience.

Most advisory firms still run on email and spreadsheets. Here is what changes.

Email PDF reports
✓Live dashboard your client can open
Calendar reminders for deadlines
✓Automated compliance alerts
Spreadsheet case tracking
✓Structured plans with milestones
"Let me check and get back to you"
✓Client can see their own status
Manual 183-day counting
✓Automatic presence monitoring
Scattered email threads
✓Threaded discussions + file sharing

Platform Features

Everything your practice needs

◇

Client Case Management

Create structured relocation plans with tracks, milestones, and tasks. Assign work, set deadlines, and track progress across every client engagement.

  • •Multi-track plans for complex relocations
  • •Task assignment with due dates and status tracking
  • •Milestone progress for visa, entity, and residency tracks
  • •Full activity timeline per engagement
⚡

Compliance Automation

Auto-scan for entity filing deadlines, visa renewals, passport expiry, and tax residency thresholds. Your clients get alerts before anything becomes urgent.

  • •Annual filing and franchise tax deadline alerts
  • •Visa and passport expiry warnings at 90/60/30 days
  • •183-day tax residency threshold monitoring
  • •Recurring obligation tracking for entities
▣

Branded Client Portal

Clients log in under your brand and see their plan status, documents, upcoming deadlines, and discussion threads. Replace email chains with a professional experience.

  • •Your logo and colors on the client experience
  • •Custom subdomain (clients.yourfirm.com)
  • •Secure file sharing with download tracking
  • •Threaded discussions with @mentions
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Multi-Client Dashboard

See every client's status at a glance. Know which filings are overdue, which milestones are approaching, and where your team's attention is needed.

  • •Cross-client action items with urgency levels
  • •Filter by jurisdiction, case type, or team member
  • •Team activity feed across all engagements
  • •Client onboarding status at a glance
◈

Jurisdiction Intelligence

20+ countries scored across 9 dimensions. Share data-backed jurisdiction comparisons with clients instead of static PDFs that go stale.

  • •Corporate tax, residency pathways, visa programs
  • •Industry-specific scoring (tech, consulting, crypto)
  • •Side-by-side country comparisons
  • •Always current - data updated regularly
⬡

Entity Management

Track your clients' companies across jurisdictions. Formation dates, registered agents, beneficial owners, annual filing calendars - all in one place.

  • •Multi-jurisdiction entity tracking
  • •Registered agent and officer records
  • •Annual filing and renewal calendars
  • •Linked compliance alerts per entity

Pricing

Simple pricing for every firm size

Less than the cost of one billable hour.

Starter

For solo advisors and small firms getting started

$299/mo

Billed monthly

  • ✓Compliance automation per client entity
  • ✓183-day presence tracking
  • ✓Entity filing countdowns
  • ✓Pre-built relocation checklists
  • ✓Shared team visibility on client plans
  • ✓Unlimited team members
  • ✓Client invitations (they get a NomadSignal login)
  • ✓Email support

Growth

For growing firms running a full client book

$799/mo

Billed monthly

Request a Demo
  • ✓Everything in Starter
  • ✓Compliance automation per client entity
  • ✓183-day presence tracking
  • ✓Entity filing countdowns
  • ✓Pre-built relocation checklists
  • ✓Unlimited team members
  • ✓Priority email support
  • ✓Marketplace listing (featured placement sold separately)

Enterprise

For firms needing white-label and custom integration

Custom

Talk to us

Talk to Us
  • ✓Everything in Growth
  • ✓White-label branding (in development)
  • ✓Custom domain (in development)
  • ✓API access
  • ✓Onboarding and data migration
  • ✓Priority support

Common questions

Can I use my own domain?

Not yet. White-label branding and custom domains are in development. Today your clients see NomadSignal branding; the platform itself is fully functional, and we will tell you the moment custom branding ships.

How does client access work?

You invite clients by email. They create a free NomadSignal account and see only their own plans, documents, tasks, and deadlines. You control what they can access.

What about my existing clients?

You add them one at a time today. Bulk CSV import is on the roadmap, and we will help you onboard your first clients directly while it is being built.

Is the data secure?

PostgreSQL with row-level security. Each client's data is isolated at the database level. File storage uses encrypted S3-compatible object storage.

Can my team collaborate?

Yes. Organization members share visibility into all engagements. Each team member gets their own login, and you can invite as many as you need.

What if I cancel?

Your clients keep access to their data. Plans migrate to direct NomadSignal accounts. No lock-in, no data hostage.

Ready to upgrade your practice?

Tell us about your firm and we will show you how NomadSignal fits your workflow.

No commitment. We will schedule a 30-minute walkthrough.