For advisers with internationally mobile clients
See your client's whole financial picture, in every country.
Clients connect their US, UK and EU accounts once. You see balances, holdings and income in one currency, kept current automatically — shared with consent, revocable in one click.
Founding prices locked from day one.
Meridian Cross-Border Advisory
Adviser Portal · 3 connected clients
Anna Kovacs
US / UK
Net worth
$412,300
Sarah & Jonas Meyer
US / Germany
Net worth
$903,480
Peak foreign balance (2026)
$63,200
reached 14 March 2026 · FBAR (FinCEN 114) filing required — aggregate exceeded $10,000
How it works
Clients connect once
You send one link. Your client connects their banks and brokerages through the same regulated providers PopaDex runs for thousands of users — 15,000+ institutions across 30+ countries. Whatever a provider can't reach, they add manually, so nothing is missing.
Connected banks
15,000+ · 30+ countries
You get the numbers ready-made
For US-connected clients the portal computes the peak combined foreign balance for the FBAR test and year-end values against the Form 8938 thresholds, from real account history. Inputs for your judgement, not filing advice.
Peak foreign balance
$63,200
Consent stays with the client
Clients see exactly what you see and can revoke access whenever they want. If a client uses PopaDex end-to-end encryption, sharing keeps it: data is re-encrypted for you on their device and never opened on our servers.
Every client share
Shared by client · view-only · revocable
Founding pricing
Portals go live in small batches. Your price is locked from day one.
Solo / boutique
Up to 15 connected clients
Firm / family office
Up to 50 connected clients
Founding prices are locked for life. 30-day money-back guarantee, no questions asked — email [email protected] and it's done. No calls, no demos, no setup fees.
Questions
Which countries and banks can clients connect?
Live connections cover 30+ countries, with the strongest coverage across US, UK and EEA banks and brokerages (Portugal and Germany included). Some banks aren't reachable through any provider yet — Israeli banks, for example, are supported by manual entry only. Anything a connection can't reach, your client adds by hand, so the snapshot is still complete.
When does my portal go live?
Portals go live in small batches so each one gets set up properly. You'll get your branded client connect link and dashboard access when your batch opens. Your founding price is locked from day one.
Do you do onboarding calls or demos?
No. Everything is self-serve: the sample dashboard, email support, and checkout. The sample shows exactly what you receive, so there's nothing a call would add.
What happens to client privacy?
Each client shares with you explicitly, and every share is logged and revocable in one click. If a client uses end-to-end encryption, sharing keeps it: the data is re-encrypted for you on their device and never opened on our servers.
Is this financial or tax advice?
No. The portal is read-only. It shows connected accounts and computes figures from real account history. The advice stays with you.