AGING CLIENTS
AGING CLIENTS
AN EXTRA LAYER OF PROTECTION FOR Connected
KEEP THE NEXT GENERATION Connected
AN EXTRA LAYER OF PROTECTION FOR Connected
AN EXTRA LAYER OF PROTECTION FOR Connected
Paytrust helps advisors engage the next generation, support aging parents, and build lasting family relationships before wealth transfers happen.
Paytrust helps advisors engage the next generation, support aging parents, and build lasting family relationships before wealth transfers happen.
Paytrust helps advisors engage the next generation, support aging parents, and build lasting family relationships before wealth transfers happen.
Partner with Paytrust
Partner with Paytrust
Partner with Paytrust
THE CHALLANGE
THE CHALLANGE
When Everyday Finances Become Harder to Manage
When Everyday Finances Become Harder to Manage
When Everyday Finances Become Harder to Manage
Aging, cognitive changes, or unexpected life events can make routine financial responsibilities more challenging. Advisors need ways to support vulnerable clients while complementing their existing protection procedures.
Aging, cognitive changes, or unexpected life events can make routine financial responsibilities more challenging. Advisors need ways to support vulnerable clients while complementing their existing protection procedures.
Aging, cognitive changes, or unexpected life events can make routine financial responsibilities more challenging. Advisors need ways to support vulnerable clients while complementing their existing protection procedures.
CORE BENEFITS
CORE BENEFITS
A HUMAN SECOND Set of Eyes
A HUMAN SECOND Set of Eyes
A HUMAN SECOND Set of Eyes
A HUMAN SECOND Set of Eyes
Review Bills Before Payment
Dedicated bill specialists review bills before payment, adding another layer of oversight.
Dedicated bill specialists review bills before payment, adding another layer of oversight.
Support Changing Needs
Provide additional help as cognitive changes or life transitions make everyday finances harder to manage.
Provide additional help as cognitive changes or life transitions make everyday finances harder to manage.
Help Address Financial Risks
Complement your firm's existing procedures for identifying potential concerns, including suspicious bills or unusual charges.
Complement your firm's existing procedures for identifying potential concerns, including suspicious bills or unusual charges.
Give Families More Support
Help families and authorized caregivers navigate day-to-day financial responsibilities with a human-led service.
Help families and authorized caregivers navigate day-to-day financial responsibilities with a human-led service.
HOW IT WORKS
HOW IT WORKS
SUPPORT YOUR CLIENTS WITH Paytrust
SUPPORT YOUR CLIENTS WITH Paytrust
SUPPORT YOUR CLIENTS WITH Paytrust
SUPPORT YOUR CLIENTS WITH Paytrust
Choose a household
Identify a client who could benefit from more hands-on financial support.
Introduce Paytrust
Connect the household with Paytrust's concierge bill management service.
Extend your offering
Give your client additional day-to-day support while you focus on your advisory relationship.
Choose a household
Identify a client who could benefit from more hands-on financial support.
Introduce Paytrust
Connect the household with Paytrust's concierge bill management service.
Extend your offering
Give your client additional day-to-day support while you focus on your advisory relationship.
Choose a household
Identify a client who could benefit from more hands-on financial support.
Introduce Paytrust
Connect the household with Paytrust's concierge bill management service.
Extend your offering
Give your client additional day-to-day support while you focus on your advisory relationship.
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
How does Paytrust help prevent elder financial abuse?
Paytrust adds a layer of oversight by having dedicated bill specialists review bills before payment. This can help identify potential concerns and complement your firm's existing procedures for protecting aging clients.
How does Paytrust help prevent elder financial abuse?
Paytrust adds a layer of oversight by having dedicated bill specialists review bills before payment. This can help identify potential concerns and complement your firm's existing procedures for protecting aging clients.
How are bills reviewed before payment?
How are bills reviewed before payment?
Who can access a client's financial information?
Who can access a client's financial information?
How does the referral process work?
How does the referral process work?
GIVE Aging Clients AN EXTRA LAYER OF SUPPORT
GIVE Aging Clients AN EXTRA LAYER OF SUPPORT
GIVE Aging Clients AN EXTRA LAYER OF SUPPORT
GIVE Aging Clients AN EXTRA LAYER OF SUPPORT
Explore how Paytrust can help you support vulnerable clients and their families with greater confidence.
Explore how Paytrust can help you support vulnerable clients and their families with greater confidence.
Explore how Paytrust can help you support vulnerable clients and their families with greater confidence.
Start with one client
Start with one client
Start with one client
No long-term contract. No setup fee
No long-term contract. No setup fee
No long-term contract. No setup fee
Partner with Paytrust
Partner with Paytrust
Partner with Paytrust