Financial & Life Management Without Borders

Expatriates/Global Citizens & Professionals
Working and living abroad is on the rise as multinational companies fight
to maintain global competitiveness and people look to enhance life
experiences
47% of 243 multinational companies surveyed had increased traditional expats in 2019
Using Data provided from the OECD, we can extrapolate that there are approximately over 40 million high income individuals living abroad.

These highly sophisticated, mobile citizens establish complicated financial, legal, and life situations:
Household Affairs are extremely fragmented
Cross-Border Financial Advice is Limited
Need to institute Legal Documentation in Country of Residence
Multiple Tax & Regulatory Requirements

Problems Looking to Solve
Ensure expats/global citizens do not lose track of accounts as their global footprint or ‘dots’ grows
Eliminate or reduce fragmented finances
Ensure clients stay educated on important expat issues
Improve employee productivity as financial & life management becomes less challenging and stressful
Lack of proper legal documentation puts individuals and families at increased risk in the case of accidents or death
Provide key expat services that employers do not

Trends
These changes have allowed Financial Dots to bring a digital solution to solve problems, lower costs, and increase the level financial & life management
Decrease in Traditional Expat Packages and Coverage have placed more responsibility on the employee
Fintech Advancement
Banking-as-a-Service
Increased Regulation and Security

introduces a hybrid platform of technology solutions along with a personalized service to elevate your financial and life management.
Financial Dots

Optimize your financial and life management decisions through Financial Dots by:
Aggregating International Accounts
Elevating Investment Decisions
Accessing Financial Experts
Simplifying Tax Compliance
Securing Essential Legal Documentation
Dashboard Alliance Tool
Bespoke Concierge Service

With a consolidated view of your financial situation and connection to over 20k accounts globally,
View your net worth as it changes.
Never lose track of your accounts around the world!
Aggregating International Accounts

These services are tailor-made for you based on your individual profile.
Access a network
of cross-border & domestic
financial experts

Certain investments work better for specific nationalities. Identify personalized investment opportunities tailored to your location.
Optimize
multinational
investments

Our taxes can be simple, standard or complex. We might have personal and business taxes to file. Find the right service so you pay the right price for what you need.
Tax Compliance

Its important that we have the right documents in place to mitigate risk and ensure security for our families.
Essential Legal Documentation
Temporary Guardianship

Improve investment decision making and tax compliance by securely sharing your financial dashboard with your Financial Advisors or Accountants
Dashboard Alliance Tool

Our clients tend to have complex situations where generalist advice is inappropriate. We have built a network of specialists to ensure you receive the best tailor-made solutions.
Bespoke Concierge Service
Estate Management
Buying Property
Starting A Business
Long Term Care
Inheritance

Pricing
Includes
Access to over 20,000 financial institutions globally
Auto-updated holistic view of your net worth
Introductions to best-in-class cross-border service providers
Data sharing with your accountant or financial advisor
Tailor-Made services based on individuals profile
Curated alerts and content on cross-border information
Additional Costs
Procured Legal Documentation
Accounting Services
£375 (ex Vat) for 1 Year Subscription with 1 Month Free Trial Period

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Contact us by clicking ‘Help’ from the main page or email us directly at [e-mail]. We look forward to hearing from you!