
Open the first conversation with all 100 places ranked on the client's own income, passports and family. Patrician.ch for Firms runs on your site, under your name, and sends you the inquiry with the numbers in it.
In short
A relocation starts with a short list the client made from articles and friends. Your work starts later, with housing, schools and permits, once the place is chosen.
When your site answers the first question itself, the visitor is already talking to you while the list is still open. The engine ranks every place on their numbers, and the life pages show what a day there looks like.
Each one is 1 line of code your web person pastes. It carries your logo and your color, and its button sends the visitor's numbers to you.
All 9 widgets (the engine, the globe, the board, the passport ladder, the exit tax calculator, the route finder, the tax calculator, passports side by side and the ordinary day) run through the trial and on the Firm plan. The Advisor plan carries the 4 calculators.
When a visitor presses your button, their name, their email and what they entered reach your Lead inbox and your email within seconds. Each lead opens as a 1-page brief: income, passports, where they live now and the places that lead for them.
Your booking link can open for them the moment they send. Each lead can post to your CRM through a webhook, and the inbox exports to CSV.
The Dossier ranks all 100 places on the client's numbers and reads the leading 3 side by side: tax line by line, what leaving costs, the route in, cost of life, schools and safety. A sample of the figures behind it, for places your clients name:
| Place | Income tax on $1M | Cost index | Safety | Schools |
|---|---|---|---|---|
| Lisbon | $507,614 | 62 | 9/10 | 7/10 |
| Madrid | $433,300 | 70 | 8/10 | 8/10 |
| Milan | $446,408 | 78 | 6/10 | 8/10 |
| Zurich | $367,984 | 100 | 10/10 | 9/10 |
| Dubai | $0 | 74 | 9/10 | 8/10 |
| Singapore | $208,137 | 98 | 10/10 | 10/10 |
Cost, safety and schools are Patrician.ch editorial indices, not published statistics. Cost is read against Zurich at 100. Computed on the Patrician.ch 2026 model, current to October 2026. The tax calculator runs any income.
The trial includes all 9 widgets and 3 Dossiers, and no card is taken. The Advisor plan ($190 a month) includes 5 reports a month and the 4 calculators, co-branded. The Firm plan ($490 a month) includes 20 reports a month, all 9 widgets with inquiries, your logo and color only, and up to 5 users. Cancel any time.
No. It answers which place fits a client's numbers.
Your guides and your people answer how to settle there.
Yes.
You generate the Dossier and send the client a private page and a PDF. The client signs in nowhere.
About 2 minutes from the client's numbers to a finished 10-chapter report.
The trial is free for 14 days, with all 9 widgets and 3 Dossiers, and no card is taken.
After that the Advisor plan is $190 a month and the Firm plan is $490 a month.
Patrician.ch for Firms is self-serve software that produces comparison research. It is not tax, legal or immigration advice, and your firm's own advice goes around it.
Tax figures use a simplified marginal model with indicative 2026 brackets for a non-US single filer, ignore social contributions, most deductions, wealth taxes, and treaties, and are not advice. Residence rules change often. Verify before acting.
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