Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), announced a new strategic partnership with Carefull. Carefull, the first financial safety platform built to protect the daily finances and identities of older adults and their families, equips Integrated advisors with a modern, AI-powered solution to combat the rising threat of fraud, identity theft and financial scams particularly among aging clients and their extended families.
“Choosing Carefull as our financial safety partner allows our advisors to offer a high-touch service that protects clients from real-world threats of fraud, scams and money mistakes” – Andree Mohr, President at Integrated Partners
Financial Technology Insights: CredCore Uses FactSet Data to Drive AI in Debt Markets
“As scammers get smarter, our industry must get smarter, too,” said Andree Mohr, president of Integrated Partners. “Choosing Carefull as a strategic partner allows our advisors to offer a high-touch service that protects clients from real-world threats of fraud, scams and money mistakes. It’s the kind of practical innovation that fits seamlessly into our advisors’ businesses while extending value to the families they serve.”
From suspicious transactions and credit activity to unusual behavioral patterns, Carefull helps detect threats early and guides clients with clear, actionable steps to stop problems before they escalate. This partnership strengthens Integrated’s commitment to innovation by giving advisors a simple way to address growing concerns around fraud and financial caregiving while also helping them deepen relationships with the full family and grow their business. By protecting the whole family, Carefull offers advisors a high-impact way to build multi-generational relationships.
Financial Technology Insights: Lucinity, Creditinfo Integrate PEP Screening via AI
“Fraud and scams have always been a threat—but with AI, they’re becoming more sophisticated. But so are we,” said Todd Rovak, co-founder of Carefull. “This partnership with Integrated represents a shared belief that protecting wealth means protecting more than assets it means safeguarding the trust, identity and daily financial life of every client. We’re excited to bring this protection to Integrated’s forward-thinking advisor community.”
Financial Technology Insights: ValidiFI Report Explores Consumer Profiles by Bank Type
Advisors will also benefit from a real-time portal that tracks client engagement without requiring them to manage daily operations. This allows Integrated advisors to remain focused on growth, relationships, and outcomes—while offering a meaningful new service that’s already enhancing retention, expandingmulti-generational relationships, and driving new assets under management.
Advisory firms wishing to learn more about Integrated’s suite of back-office technology and organic growth solutions are encouraged to visit integrated-partners.com. To learn more about how Carefull can help protect your clients
To share your insights with the FinTech Newsroom, please write to us at sudipto@intentamplify.com
Source: businesswire
