FOR FINANCIAL ADVISORS
Your clients have assets in four countries. You have a spreadsheet.
There is a better starting point.
The cross-border blind spot
Your client mentions a property in Dubai, a pension in India, equities in the UK, and gold at their parents’ house in Ahmedabad. You write it down. They come back next quarter. The picture has changed. They sold the India property, bought into a fund in Canada, and the gold was never properly valued. You start again from the same incomplete starting point.
The problem is not your advice. The problem is the data your advice is based on. maivis gives every cross-border family a complete, live picture of what they own. You start every conversation from a current position, not a remembered one.
What changes when your client uses maivis
COMPLETE PICTURE
Your client arrives with a real-time net worth across all countries, all asset classes, and all family members. No gaps. No estimates.
BEHAVIORAL CONTEXT
Every maivis client has a Wealth Resilience Index and a WRI stage. You know how they respond to risk, what they believe wealth is for, and where their governance gaps sit, before the conversation starts.
DOCUMENT ACCESS
With client permission, you can see the Vault documents relevant to your advice: property deeds, insurance policies, pension statements, without requesting them separately.
The IFA referral programme
Refer a client family to maivis. When they subscribe, you receive $75 per converted family, plus a co-branded landing page for your practice. Coming Q2 2026.
Join the waitlist for early access.
Join the adviser waitlist
maivis is an intelligence platform, not a regulated financial advisor. It does not provide investment advice, manage assets, or hold client funds. DIFC Commercial Licence CL5222. Operated by Mango Technologies Ltd.