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Product Description
About this Product
Carefull is a financial safety platform that helps advisors support older adult clients and bridge to the next generation:
- Elder-focused AI financial monitoring
- $1M in identity theft protection, password and document management, weekly original content, and a smart trusted contacts infrastructure
About Carefull
Through partnerships with advisors, banks and credit unions, Carefull is on a mission to provide families safety and simplicity throughout their most challenging financial life stage. Amidst $28Bn of elder fraud each year, an exploding senior population is now threatened with a loss of their life savings, their agency, and their independence. As a result, 45 million adults in the US have stepped up to support, but they aren’t able to combat scams and mistakes alone and financial institutions haven't done enough. Carefull is the only AI-enabled digital platform built specifically to protect 55+ from fraud, scams, and money mistakes while reducing the burden on next-gen financial caregivers. Become the hero for your clients while easily connecting with the next generation with Carefull.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.