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Protect the financial legacy of aging loved ones.

Launch a white-labeled senior financial management product. Empower your customers/members to gain insight and oversight to the fianancial health of aging loved ones. 

Manage finances of seniors and protect their legacy

Get alerts for potential fraud and ensure bills are paid on time. You can gain visibility into accounts even if they are at other insitutions.

Credit Monitoring and Control

  • Track credit in one dashboard
  • Freeze/unfreeze credit
  • View full credit report

Spending and Bill Management

  • Monitor bills across accounts
  • Track utilities, credit cards and housing
  • Get notifications on late payments

Identity Monitoring and Protection

  • Monitor for leads of personal information
  • Receive identity theft insurance coverage
  • Access identity restoration services

Document Storage and Sharing

  • Keep important documents in one place
  • Store wills, trusts, titles and healthcare POAs
  • Share with family or authorized contacts

Multiple levels of oversight and insight

As the needs of your older relatives change, REGO's platform allows caretakers to modify their involvement based on the changing needs of their senior relatives' needs.

Integrate in your existing digital banking platform.

REGO's technology is integrated in many popular digital banking providers. Your customers/members will not need a separate login or app.

Caretakers receive real-time alerts for suspicious activity or unusual behavior.

Even if the senior relative does not bank with your financial institution, REGO's platform provides real-time alerts for potential fraud or unusual transactions.

Learn about the benefits of launching a Senior Financial Management product.

The Boomer-ang Effect

Financial Institutions' $1B Opportunity in Senior Financial Manaagement

in partnership with Cornerstone Advisors

Cornerstone Advisors believes that banks and credit unions are uniquely positioned to help adult children manage their aging relatives' finances with innovative tools and services.

Download Report

Latest News

Click here to visit the REGO News page for more.

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