The client arrives late
By the time they reach you, the big decisions are half made and the brief keeps moving.
For advisors
Stay the expert. We'll run the rest.
relo is the connective layer for your client's whole move. Tax, schools, visas, banking and the move itself, coordinated in one place. You stay the expert in your vertical, and relo makes you more valuable by coordinating everything around you.
By application. Vetted partners only.
You stay the expert. relo connects the rest, plus banking, healthcare and more.
The pattern we see
You inherit the move, mid-flight.
You only see your lane
Tax, schools and timing shape your work, but they happen in conversations you are not in.
Referrals leak
Without a system, the next advisor is whoever happens to be nearby, not the one you would choose.
You do unpaid coordination
Chasing documents and joining up other people's advisors is work you never bill for.
relo puts the whole move in one place, with you as the anchor.
What you get
Built to make you the obvious choice.
A branded referral page
Your own co-branded page. Share it, and clients enter relo already attributed to you.
A public profile that ranks
A crawlable relo-hosted profile, so you show up when someone searches your name or asks an AI for you.
Qualified, attributed clients
Every referral is tracked to you, from first click through to introduction.
Competitor gating
Your clients do not see rival advisors in your vertical. Your introductions stay yours.
One shared workspace
Plan, documents, timeline and messages in one place, with the client and their other advisors.
No chasing
relo keeps the move organised, so you spend your time advising, not coordinating.
Market intelligence signals
See who is moving into your market, and why.
relo reads the early indicators of a Florida relocation and shares that signal with partner advisors. Instead of hearing about a move once the press release lands, you read the demand building months earlier.
- See where relocation demand is building across legal, tax, real estate and education.
- Read location and profile trends to guide your positioning and outreach.
- Move on higher-confidence recommendations, with market context behind them.
Signals we read
- Company moves and entity registrations
- Founder exits, raises and the moves that follow
- Executive appointments and relocations
- Capital flows and family office activity
- Lifestyle indicators: schools, property, community
How it works
Live in four steps.
- 1
Apply
Tell us your vertical, your markets and your firm. A few minutes.
- 2
relo committee reviews
Our review committee checks credentials and category fit, then approves you. Vetted partners only.
- 3
Go live
You get a slug, a referral link and a public profile, ready to share.
- 4
Refer and receive
Send clients in, and receive introductions from relo, all attributed to you.
Who it is for
Vetted specialists across the move.
Whatever your speciality, relo connects the rest around it.
Real estate
Finding and securing the home
Tax and residency
Domicile, day counts, timing
Immigration
Visas for international moves
Banking and insurance
Set up before you land
Schools
Research, applications, timing
Healthcare
Coverage and providers
Moving and logistics
Shipping, storage, settling in
Wealth management
Planning around the move
FAQ
The details.
How do you decide which clients I see?+
We are building an AI matching model that pairs advisors with the clients they genuinely fit, on the client's move profile, your vertical, your markets and shared interests. Today matching runs on vertical and area. The model is in build, and partner advisors shape it.
What do I get back on data?+
Your referral link and profile are tracked end to end, so you can see what is driving clients to you. Beyond that we are building relo Intel: market intelligence on who is moving into your market and why. It is in early testing, and partner advisors get first access.
Is there a fee?+
There is no upfront membership fee. We focus on provider quality and active client fit.
Who owns the client relationship?+
You do. relo coordinates the move. It never replaces your advice or your relationship with the client.
How are clients attributed to me?+
Your referral link carries a code. relo tracks it from the first click through to the introduction, so the credit is always clear.
Which areas do you cover?+
Florida first, statewide, with Miami and Palm Beach live now, and more corridors soon.
Selective process
We are selective about who joins.
High standards keep the network valuable for clients and advisors alike.
Licensed and certified
Current professional licences and certifications in your vertical.
Proven track record
Minimum experience standards and verifiable delivery history.
Premium service commitment
Selected for quality, consistency and client-centred execution.