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    Solutions · Advisors, firms & family offices

    Never be the last to know about your own client.

    Heed names which clients each change hits and queues the follow-up for your approval: the alert, the task, the brief. Nothing reaches a client until your firm says so.

    Advisor pricing
    The cost to your practice

    The work that quietly fills your week.

    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.

    • Hours each week scanning multiple revenue agencies, treaty trackers and trade-press feeds.
    • Finding out a client crossed a residency threshold from the client, not from your own system.
    • Sending the same briefing email 14 times because there's no white-labelled way to alert clients at scale.
    • Reactive renewals, pricing a re-plan after the rule changed instead of charging for the heads-up.
    Client alertsLive

    What your firm sees first

    • Spain · CataloniaurgentMay 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.

    • United StatesmonitorApr 2026

      Proposed change to QSBS exclusion thresholds

      Six advisory clients hold qualifying stock, track through Senate markup before flagging.

    • SingaporeinfoMar 2026

      Section 13O / 13U family-office incentive criteria refreshed

      Two clients with SFO structures should review minimum AUM and local hire commitments.

    • Spain · CataloniaurgentMay 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.

    • United StatesmonitorApr 2026

      Proposed change to QSBS exclusion thresholds

      Six advisory clients hold qualifying stock, track through Senate markup before flagging.

    • SingaporeinfoMar 2026

      Section 13O / 13U family-office incentive criteria refreshed

      Two clients with SFO structures should review minimum AUM and local hire commitments.

    • Spain · CataloniaurgentMay 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.

    • United StatesmonitorApr 2026

      Proposed change to QSBS exclusion thresholds

      Six advisory clients hold qualifying stock, track through Senate markup before flagging.

    • SingaporeinfoMar 2026

      Section 13O / 13U family-office incentive criteria refreshed

      Two clients with SFO structures should review minimum AUM and local hire commitments.

    • Spain · CataloniaurgentMay 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.

    • United StatesmonitorApr 2026

      Proposed change to QSBS exclusion thresholds

      Six advisory clients hold qualifying stock, track through Senate markup before flagging.

    • SingaporeinfoMar 2026

      Section 13O / 13U family-office incentive criteria refreshed

      Two clients with SFO structures should review minimum AUM and local hire commitments.

    What your firm monitors

    Your whole book, watched under your brand.

    Add your clients once. Heed monitors every jurisdiction touching their setup and surfaces what each of them needs to know, under your brand.

    Live

    Changes mapped to named clients

    Every change is matched against your book, so the feed reads "affects 4 of your clients", with the reasons.

    Tracking

    Approval-gated follow-through

    Heed proposes the Slack alert, the task, the what-if check. Everything queues for your approval; nothing sends itself.

    Live

    Answers computed from the book

    Who does this change hit? Who crosses a threshold within 60 days? Computed from your data, sources stated, never improvised.

    Tracking

    Your brand, your channels

    Alerts in your firm's Slack, routed per alert type. White-labelled digests, branded PDF exports, client share links.

    Use cases

    How firms use Heed.

    01

    Running a proactive practice

    Spot the change before the client does, approve the queued task or Slack alert, and turn it into a billable conversation instead of a fire drill.

    02

    Modelling before advising

    Run a what-if on any client, extra days or a new base, and see which findings appear, shift or resolve before you pick up the phone.

    03

    Working from your own tools

    Connect your AI assistant to Heed and ask about the book in plain language; reads are scoped to your permissions and anything consequential still queues for approval.

    04

    Running a family office

    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.

    How Heed compares

    Spreadsheets, Big 4 newsletters, or a system built for it.

    FeatureSpreadsheetsBig 4 newslettersHeed
    Real-time alerts
    Per-client profile matching
    Multi-jurisdiction coverage
    Residency day tracking
    Alerts in your firm's Slack
    Approval-gated client follow-ups
    Answers computed from your book
    Ask Heed AI, firm-scoped book queries
    Connect your own AI assistant (MCP)
    Connect Gmail, Outlook & DriveComing soon
    White-label client comms
    Scenario modelling
    CostYour time$$$$/yrFrom $425/mo, billed annually
    What firms do with Heed

    Built for the way real practices work.

    For cross-border tax advisory

    Replace the spreadsheet patchwork: one workspace tracking every client jurisdiction, with changes matched to each client's profile instead of a manual sweep.

    For international wealth management

    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.

    For multi-family offices

    Onboard an existing book via CSV import: each client gets a profile, and the full intelligence engine runs against every one of them independently.

    Advisor FAQ

    The questions firms ask before they switch.

    Yes. Each firm's data is isolated through row-level security at the database level. We never share, sell, or train models on your client information. You own the data and can export or delete it at any time.

    No. Heed is an intelligence layer, not an advisory service. We tell you what changed, why it matters to a specific client profile, and what questions to ask. You stay the advisor of record. Your judgement, your sign-off, your fee.

    Nothing consequential. The engine proposes a Slack alert, a client task or a follow-up, and a named person in your firm approves before anything happens. Every proposal, approval and execution is audited.

    Yes. Each advisor connects their own Slack account; Heed never sees the password. The firm picks a default channel, and each alert type can then route to its own: breaches to one, feed changes to another, document expiries to a third.

    Yes. Connect Claude or another assistant over MCP from your settings. It reads only what your own account is authorised to see, and anything consequential still queues for approval in the dashboard.

    Yes. Request a walkthrough below and a founder will take you through the platform on client scenarios like yours. Advisor access works on an apply and approve basis: you apply, we verify your credentials, and then you subscribe. Advisor plans bill annually; family offices are self-serve on the same tier.

    Heed complements them, it doesn't replace them. IBFD and Big 4 alerts are reference libraries and broad sector updates. Heed is the per-client, real-time layer that tells you which of your clients is affected by which change, today.

    Alerts sent to your clients carry your firm's name in the From line and subject, and your logo in the email body. Heed stays in the background as the intelligence engine. Clients see your branding first: you stay the trusted source.
    See it first

    Request a walkthrough on your own book.

    A live session with a founder, using client profiles like yours: no deck, no sales team, no obligation.

    Know where you stand, before the world moves.

    Start tracking the rules that decide where, and how much, you owe.

    Advisor pricing