Financial advisors
Bring residency and citizenship options into conversations about a client’s long-term plans.
CitizensOS for professionals
Your clients are planning beyond borders. Plan with them.
CitizensOS brings residency and citizenship options into one place. Explore how your firm could use the platform with clients or offer it under your own brand.
Who this is for
For the professionals already in the room.
Clients ask about a second home, a family move, or future options. You need a clear place to begin, then the right specialists for decisions that need professional advice.
Planning firms
Give your team a common starting point for clients who want to understand their options abroad.
Estate and tax professionals
Spot where a client’s mobility goals call for coordinated advice across borders.
Other client-facing teams
Tell us how your clients use mobility planning and what a partnership could look like.
Work together
A partnership that fits your practice.
Start with the way you serve clients today. The application gives us enough context to discuss the right arrangement.
Refer clients
Introduce people to CitizensOS when questions about living abroad come up in your work.
Use it with your team
Explore a shared way to research options and prepare for conversations with clients.
Discuss a branded offering
Tell us where a co-branded or white-label experience would fit your practice. We’ll review the scope together.
The right roles
Good planning leaves room for expert judgment.
CitizensOS helps people explore options and organize next steps. Immigration authorities decide status, and qualified professionals remain responsible for legal, tax, and investment advice.
Start a conversation