Neoria for Advisors
The Cross-Border Intelligence Platform for Advisory Firms.
Stop losing billable hours to fragmented jurisdictional research. Neoria helps tax advisors, immigration lawyers, relocation specialists and wealth advisors model client scenarios, compare jurisdictions and produce defensible recommendations in a fraction of the time.
From Manual Research to Repeatable Advisory Workflows.
Neoria replaces scattered spreadsheets, government portals and ad hoc research with a structured workspace for client relocation and expansion analysis. Capture client context, run jurisdictional simulations and move from initial inquiry to client-ready recommendation faster.
1. Advisor Dashboard
Manage every client profile, simulation and jurisdictional brief from one workspace. Track invited, active and completed client work without rebuilding research files from scratch each time.
Unified Client Management
Track invited, active and completed client engagements from a single workspace — no rebuilding context between briefs.
Repeatable Research Workflow
Run structured jurisdictional simulations across your client base with consistent inputs, comparable outputs and a reproducible process.
Setup Monitoring & Execution
Track chosen jurisdictional setups and manage relocation milestones through country-specific checklists directly from the panel.
Proactive Location Alerts
Receive notifications on regulatory, tax or safety changes within your clients' selected countries so your strategic counsel stays current.
2. Scenario Simulation Engine
Replace manual spreadsheet modeling with structured simulations across tax, immigration, lifestyle, safety, business and operational variables. Layer client-specific constraints into Neoria's decision framework and compare jurisdictions on consistent terms.
Client Context Capture
Capture client-specific inputs — income profile, family context, business structure, mobility requirements — to drive accurate, personalized jurisdictional comparisons.
Dual Analysis Modes
Model personal relocation scenarios — tax, residency, lifestyle, immigration viability — alongside business expansion and incorporation analysis for founders, freelancers and executives.
3. Client-Ready Deliverables
Turn complex jurisdictional analysis into clear, branded client outputs. Reduce time spent formatting reports and give clients a defensible explanation of why each jurisdiction ranked where it did.
Key Insight Summaries
Surface effective tax rates, immigration viability, cost of living and safety indicators in a clear, client-readable format — without manual formatting.
Strengths & Weaknesses
Give clients a balanced, defensible view of prospective jurisdictions — highlighting mobility scores, lifestyle match, regulatory risk and financial trade-offs.
Seamless Sharing
Share detailed country breakdowns and ranked results directly with clients through the advisor portal — no manual export or reformatting required.
Reclaim the Billable Hour.
Cross-border advisory work should not be consumed by data gathering, spreadsheet modeling and report formatting. Neoria reduces the repetitive research burden so your team can focus on strategic interpretation, client counsel and higher-margin advisory work.
Reduce Research Drag
Cut the time spent cross-checking tax, immigration, lifestyle, safety and regulatory inputs across fragmented sources.
Standardize Early-Stage Advice
Turn speculative “what if?” relocation and expansion questions into a repeatable advisory workflow that can be scoped, priced and delivered consistently.
Scale Without Adding Admin
Handle more client scenarios without relying on duplicated spreadsheets, manual source-checking or one-off report production.
Advisor workflow estimate
Manual cross-border research, modeling and report preparation can often take days per client brief. Neoria is designed to compress that process by centralizing jurisdictional data, simulation logic and client-ready outputs in one workflow.
Scale Advisory Delivery Without Scaling Admin.
Neoria supports firms at different stages of advisor adoption — from focused client research to higher-volume advisory workflows across multiple clients, advisors and jurisdictional scenarios.
Advisor Starter
Essential tools for independent practitioners.
- Capacity: Manage up to 10 active clients.
- Intelligence: Full access to individual and business relocation simulators.
- Support: Standard email support and dedicated client workspace.
Advisor Professional
The full-featured platform for growing practices.
- Capacity: Unlimited client management.
- Branding: White-label reports and custom branding — deliver Neoria intelligence under your own firm’s identity.
- Analytics: Access advanced analytics and priority professional support.
Advisor Enterprise
Enterprise-grade integration for large firms.
- Customization: Full API access and custom platform integrations.
- Governance: Dedicated account management and SLA guarantees.
- Exclusivity: Comprehensive white-labeling included across the entire firm.
Defensible Outputs Without the Manual Burden.
Neoria gives your firm a structured data foundation for high-stakes cross-border advice. Support client recommendations with transparent assumptions, comparable jurisdictional inputs and repeatable workflows — without rebuilding the research process for every brief.