When the time comes to help a loved one manage their finances, it can feel like untangling a knot of accounts, documents, and bills accrued over a lifetime. Let Ruby be your guide to financial care.
Get started, get organized, and get peace-of-mind right away.
With Ruby, you can monitor balances across all accounts, make sure bills are paid, and ensure your loved one’s finances are safe from fraud or mistakes.
Ruby provides weekly and monthly account summaries with explanations and guidance. Get a snapshot of bills, spending, and income so you can be sure your loved one is ok.
Ruby gives you a checklist of the financial, medical, and legal documents you will need as you take care of your loved one. This information can even be stored in a sharable Ruby vault with the same security features as an FDIC insured bank.
You can create a Ruby circle for your loved one and invite trusted family members to be a part of it. With different levels of access assigned, each person can view the information they need at any time.
Ruby gives families the information they need without the risk of combining assets or a visit to the bank.
When the family needs to be "in the know," Ruby is your guide to get organized in minutes.