Solution introduction
Provide older clients and their adult children caregivers with a smart tool to detect financial fraud, misuse, and money mistakes
To support decumulation and wealth transfer, add Carefull to your practice to deepen relationships, retain assets and attract new family members
Build long-term, cross-generational relationships.
Financial caregiving activities can last up to 20 years, — bridging generations and the impending $24 trillion wealth transfer.
Expand your share of family.
Offer extra protection to an aging client or peace of mind to an adult looking after a senior, all while retaining assets and attracting new ones.
Know your clients better with the power of machine learning.
Our secure system monitors financial accounts 24/7 for issues that commonly affect older adults, such as late and missed payments, duplicate payments, changes in spending and unusual transactions.
Monitoring
Connect your loved one’s accounts, and we’ll show you the full picture within seconds. See what money is coming in and going out, which bills are coming up and how much is left in the bank.
Collaboration
Simple communication tools to surface issues and streamline collaboration amongst stakeholders, including siblings, adult children, and aging parents.
Security
Our 256-bit, bank-level security systems allow Carefull to discover and analyze issues without accessing client funds or sharing client data.
Long-Term Planning
Planning assistance provides clients with content, advice and community support for tough questions about long-term financial health.
