Carefull for
Advisors & Planners

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.

See Carefull in Action

Watch a live demo of Carefull's client experience.

Read About Carefull and Financial Planning in the News

Get it for your practice

The Carefull Difference

We are here to help you make more life-long partnerships with your clients.

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.

Trust Carefull’s Hands-On Approach

We are here to help you make more life-long partnerships with your clients.

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.

We’ll Get You Member-Ready

We handle everything to get your team up and running with Carefull.

Onboarding and Training
Dedicated account manager
Custom billing and invoicing
Continuous compliance
Member-facing marketing
Access to the experts
Case Study

"Carefull gives me a tremendous competitive advantage, protecting my clients, my time — and providing me a chance to bring in the next generation."

Hear more about how advisors have used Carefull to cultivate deeper, intergenerational relationships with clients and their families.

Trusted By

"It's like a second set of eyes. Carefull got the highest ratings across the board from our judges, who described its ability to help with the family-and-finances tangle as 'huge' and 'super important...' you can keep other family members in the loop so it can be a team effort."

"Seeing the expenses in one place has let me open up discussions around spending with my dad that were harder before. It's been really helpful for him to have Carefull: it gives my dad the freedom and independence he wants, while giving me the ability to keep track of everything easily."

– Melody G, real user

“I don’t know another app like it... In addition to monitoring bank accounts and transactions at a level of granularity I don't get from my bank, there is a nice repository of guides and information about being a caretaker!”

– Jiaqi Gao, real user

"I am very happy to have Carefull be a ‘second set of eyes’ over my mom’s finances. I feel better knowing that if something should arise, Carefull will alert me and I can then help my mother take quick action."

– Dale Gawn-Torres, real user

Also Seen In
Average rating across
Google Play & Apple App Stores
Also seen in
Average rating across
Google Play & Apple App Stores

Always private. Always secure.

Financial protection is key to maintaining financial independence. That’s why we’re dedicated to keeping you protected. 
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Carefull connects to financial accounts using bank-level security. Our service is view-only, meaning we can never make transactions in your accounts, or let anyone else do the same. Our systems are never able to see or store usernames or passwords. We protect your data as if it were our own and use it only to provide our services. We will never sell or share it.

We are proud to receive an A rating from the Better Business Bureau

Reach out to discuss how your
practice can use Carefull.

We’ll get you set up and ready to onboard clients.

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