urgentSpain · Catalonia · May 2026
Wealth tax bands updated, affects 4 clients
New rates apply from FY2027. Three clients are within 10% of a band boundary; one is over.
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Your clients sit across borders you can't watch full-time. Heed turns multiple jurisdictions into a single feed, mapped to each client's actual setup, so your firm runs proactive instead of reactive. Family offices run the same workspace on their own entities, trusts, holdcos, each family member, no client roster required.
Advisors don't lose clients to bad advice. They lose them to being the last one to know, and to spending billable hours catching up on rule changes that should have surfaced automatically.
Add your clients once. Heed monitors every jurisdiction touching their setup and surfaces what each of them needs to know, under your brand.
Owner, admin, analyst and viewer roles; per-team client books; bulk CSV import and tagging.
Every tool, Change Feed, Scenario Planner, Residency Tracker, Ask Heed, switches context to the active client.
Sender name overrides on automated client comms; branded weekly digest covering every change touching their setup.
Cover-note slot, serif wordmark, firm logo, and public read-only client share links for review-meeting prep.
New rates apply from FY2027. Three clients are within 10% of a band boundary; one is over.
Six advisory clients hold qualifying stock, track through Senate markup before flagging.
Two clients with SFO structures should review minimum AUM and local hire commitments.
New rates apply from FY2027. Three clients are within 10% of a band boundary; one is over.
Six advisory clients hold qualifying stock, track through Senate markup before flagging.
Two clients with SFO structures should review minimum AUM and local hire commitments.
See every jurisdiction, every active alert and every client compliance task in one place, then dive into a client and the whole platform follows.
Clients managed
47
Across 3 teams
Jurisdictions covered
23
Of all monitored
Open client tasks
12
4 due this week
Hours saved / mo
~18
vs manual scanning
Spot the change before the client does, and turn each one into a billable conversation instead of a fire drill.
Drop a client into Heed and have a full jurisdiction-by-jurisdiction map ready before the first call.
White-labelled alerts and digests make your firm look like it has a research desk, because now it does.
Track every entity, the trust, the holdco, each family member, from one account, self-serve. The same tools switch context per entity instead of per client.
Heed is a monitoring and intelligence platform. We don't prepare returns, give legal or tax advice, or replace your accountant. We give you and your advisors a head start on every rule change, threshold, and proposal that touches your setup, so the work you do together stays proactive instead of reactive.
| Feature | Spreadsheets | Big 4 newsletters | Heed |
|---|---|---|---|
| Real-time alerts | |||
| Per-client profile matching | |||
| Multi-jurisdiction coverage | |||
| Residency day tracking | |||
| White-label client comms | |||
| Scenario modelling | |||
| Cost | Your time | $$$$/yr | From $499/mo |
Replace the spreadsheet patchwork: one workspace tracking every client jurisdiction, with changes matched to each client's profile instead of a manual sweep.
Catch residency thresholds before they bite: day-count warnings fire per client at 50%, 85%, and 100% of a goal, so the conversation happens with time to act, not after the fact.
Onboard an existing book via CSV import: each client gets a profile, and the full intelligence engine runs against every one of them independently.
Monitor changes across client jurisdictions