A Ruby Circle is your family’s collaborative space to access and organize your loved one’s financial details. Create yours in just minutes.
Ruby gathers up-to-date information by accessing view-only information from your bank, so you can monitor money without compromising the independence of your loved one.
Ruby is your support system – get weekly reports, set up alerts, store critical information, track bills. Our tools will get you organized and keep your loved one protected.
Gathering info from multiple banks or credit card providers is no small task. Ruby does it for you – automatically. You’ll have the power to view your loved one’s financial details altogether, anytime. Learn more about our secure account connection.
When living on a fixed budget, cashflow is king. Ruby makes sense of monthly financial activity as it’s happening, providing clear and up-to-date views of spending and deposits, and comparing to previous months for helpful context.
If you wait a month to review bank statements, you might miss errors that you could've stopped earlier. Ruby delivers a weekly snapshot of financial activity right to your inbox, so you can stop those errors from repeating.
Get control of problematic behaviors – from budget missteps to missed deposits. Ruby guides you through setting up custom text message alerts that work across all your loved one’s connected accounts.
Getting bills paid can be a constant source of anxiety. With Ruby, you’ll get reminders of upcoming bills and the power to track their status, giving you peace of mind.
* Coming early 2020
Spot financial mistakes faster with the right information. Ruby helps you watch over key aspects of financial activity, like cash and check usage, where fraud or errors often appear first.
Have Questions? Give us a call at (888) 718-6741.
Bank-level security | 256-bit SSL encryption
Ruby gives families the information they need without the risk of combining assets or needing to visit the bank.
Ruby is your guide to getting organized and staying on top of things for your loved one, in just a few minutes per week.
Ruby is built on tried-and-true bank security systems. Store your important information with confidence.
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