For financial advisors
Spend More Time Advising.Not Collecting Documents.
Aequify helps financial advisors reduce paperwork by 80%, automatically organize client financial data, and spend more time delivering advice.
United States
Canada
United Kingdom
Europe
Spain- and many more..
ALL CLIENT DATA at ONE PLACE.
Everything you need before the meeting starts.
Your clients securely connect their financial accounts just once.
- Client Overview
- Linked Bank Accounts
- Investment Portfolio
- Cash Flow
- Financial Timeline
Benefits
One Platform. Every Client. Less Paperwork.
Reduce paperwork by 80%
Automate repetitive onboarding tasks and eliminate manual data collection.
Automatic Financial Data Collection
Securely import banking and investment information without asking clients to upload documents manually.
Complete Client View
Access accounts, investments, cash flow, tax insights, and financial information from one dashboard.
No More Spreadsheets
Replace disconnected Excel sheets with one organized workspace.
How Aequify Works
Four Simple Steps to Smarter Client Management
From secure account connections to complete financial insights, Aequify automates the busywork so you can focus on building stronger client relationships.
Invite your client
Invite existing or new clients with a secure invitation link.
Connect Financial Accounts
Clients securely connect their bank accounts and investment portfolios.
Automatic Data Collection
Aequify gathers, categorizes, and organizes financial information automatically.
Review & Advise
Access complete financial insights and spend more time building meaningful client relationships.
YOUR SERVICE, YOUR WAY
Choose the Client Experience That Fits Your Firm
Whether you manage onboarding for clients or let them self-serve, Aequify fits seamlessly into your workflow.
Put your brand on the portal. Clients see your firm, not ours.
- Your logo & branding
- Client sees your firm
- You stay front and centre
Get Tax Outlook
Track what you may owe in each country — no surprises.
No Double Taxation
We identify treaties and deductions so you don’t overpay.
Scenario Planner
Run various scenarios know the tax impact of client's future moves.
Privacy and control
Aequify uses secure, read-only connections and advanced safeguards.
SOC II Certification
We have undergone independent security audits to ensure our platform meets the highest standards for data protection and privacy.
Two-Factor Authentication
Add an extra layer of protection to your account with secure login verification to keep your information safe.
Bank Grade Security
Your data is encrypted using industry-leading security standards — the same level of protection trusted by global financial institutions.
PSD2 in the European Union
For financial account aggregation and tracking, Aequify supports 30+ countries, including the United States, Canada, the United Kingdom, and countries across the European Union.
Your questions, Answered
Everything you need to know before starting your journey
No. Aequify organizes your clients' cross-border financial data and produces advisor-ready summaries — your tax software still prepares and files the return.
All data is encrypted in transit and at rest, connections are read-only, and Aequify is SOC 2 Type II certified. Clients control what is shared and can revoke access anytime.
Most clients connect their accounts in minutes. Aequify pulls balances and transactions automatically, so there are no spreadsheets or document uploads to chase.
Yes — put your logo and branding on the portal so clients see your firm, not ours. Contact us at support@aequify.com to discuss your setup.
Our team can assist with onboarding and account connections, and we offer a white-glove setup for clients who prefer a done-for-them experience.
Ready to spend more time advising?
Join thousands of financial advisors using Aequify to reduce paperwork, onboard clients faster, and deliver better financial advice.