Manage your expat clients'
cross-border finances
A single dashboard to track portfolios, ensure FATCA/FBAR compliance, and deliver white-label reports for every client — across currencies and jurisdictions.
Managing expat clients is complex
Multi-currency portfolios, cross-border compliance, and fragmented data across institutions make advisory work harder than it should be.
Multi-jurisdiction headache
Each client has accounts in different countries, currencies, and institutions. Consolidating their full picture takes hours.
Compliance risk
FBAR, FATCA, and PFIC deadlines are easy to miss when you manage dozens of expat households with varying thresholds.
Reporting burden
Producing professional portfolio reports for each client requires manual data gathering and spreadsheet gymnastics.
Everything you need to serve expat clients
Multi-client management
Switch between client dashboards instantly. Each household is fully isolated with its own accounts, properties, and compliance status.
White-label reports
Generate branded portfolio reports with your firm's identity. Export ready-to-send PDFs for quarterly reviews.
API access
Integrate ExpatFolio data into your existing workflow. Programmatic access to portfolio values, holdings, and compliance data.
Compliance automation
Real-time FBAR and FATCA threshold monitoring across all clients. PFIC detection flags problematic holdings automatically.
US & EU bank sync
Connect to major US and European institutions. Automatic balance and transaction sync across currencies.
Dedicated support
Priority onboarding, training for your team, and a dedicated account manager for your firm.
Built for professionals who serve US expats
Financial Advisors & Wealth Managers
- Consolidated view of all client portfolios
- Multi-currency net worth tracking
- Automated compliance monitoring
- Professional reporting for client reviews
Tax Preparers & CPAs
- CPA-ready FBAR/FATCA compliance exports
- PFIC detection and flagging
- Complete foreign account inventory
- Year-end balance snapshots by jurisdiction
Family Offices
- Multi-household portfolio oversight
- Cross-border asset consolidation
- Generational wealth tracking across jurisdictions
- Unified reporting for all family entities
Ready to streamline your expat advisory?
Get a personalized demo and see how ExpatFolio can save your team hours per client, per quarter.
Custom pricing based on number of clients. No commitment required.