Carefull for Wealth Advisors

Carefull’s advisor platform, Carefull Pro, enables advisors to offer a white-glove experience when providing Carefull’s service to both aging members and the next generation member that supports them. Members get enhanced visibility, coordination, and peace of mind that their assets are safe and secure. The AI-powered service safeguards senior finances with elder-specific account, identity, and credit and home title monitoring; $1M in identity theft insurance; a password and document vault, 200+ proprietary articles of evergreen and timely family financial caregiving content, and a smarter trusted contacts system for advisors to drive net new leads with the next generation.

Learn more about Carefull’s solutions

Talk to one of our CUNA Strategic Services alliance managers to learn more about these products and services. We’ll help you identify and evaluate the best solution for your credit union.