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.

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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
Branded live dashboard
Calendar reminders for deadlines
Automated compliance alerts
Spreadsheet case tracking
Structured plans with milestones
"Let me check and get back to you"
Client self-service portal
Manual 183-day counting
Automatic presence monitoring
No client portal
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

$249/mo billed annually

Request a Demo
  • 3 team seats
  • 25 active client plans
  • Client portal (NomadSignal branded)
  • Compliance automation
  • 3 plan templates
  • 5 GB file storage
  • 1 marketplace listing
  • Community support
Most Popular

Growth

For growing firms that want their own brand

$799/mo

$649/mo billed annually

Request a Demo
  • 10 team seats
  • 100 active client plans
  • Your logo + colors on client portal
  • Custom subdomain (CNAME)
  • Compliance automation
  • Unlimited plan templates
  • 25 GB file storage
  • 3 marketplace listings (featured)
  • Branded email notifications
  • PDF report export
  • Email support (48hr)

Enterprise

For established firms that need full white-label

Custom

Starting at $1,500/mo

Talk to Us
  • Unlimited team seats
  • Unlimited client plans
  • Full white-label (your domain, zero NomadSignal branding)
  • Custom domain with SSL
  • Compliance automation
  • Unlimited everything
  • 100 GB file storage
  • API access + data export
  • Dedicated onboarding + data migration
  • Slack channel support (4hr SLA)

Common questions

Can I use my own domain?

Yes. Growth plans get a custom subdomain (clients.yourfirm.com) via CNAME. Enterprise plans get full custom domain with SSL provisioning.

How does client access work?

You invite clients via email. They create an account and see only their own plan, documents, tasks, and deadlines. You control what they can access.

What about my existing clients?

Bulk import via CSV. We help you set up plan templates for your common case types so onboarding existing clients takes minutes, not hours.

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. Assign cases, leave notes, track activity. Each team member gets their own login.

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.