Partnering with Ruby

Ruby is an online tool used for managing finances and organizing documents.

 

If you’re a professional helping families make decisions around aging at home, Ruby can be a helpful tool in your toolkit.

 

You’ve seen how challenging the details of finance can be for families making complicated decisions on living arrangements. Organization, preparation, and transparency are the keys to making sure an aging individual’s financial life is protected from fraud, mistakes, and even family interference when going through a life transition.

 

Ruby’s online platform was designed to help families
work together on financial preparation.

How Ruby works

 

Free for three months  |  No credit card required  |  $4.99/month moving forward

 
 

What a partnership means

Offer Ruby to your clients as a value-added tool, designed to provide a practical way for either an individual or a family to keep an eye on finances, and ensure that financial independence is secure.

Learn more about Ruby’s security under First Horizon >>

For Elder Law Attorneys

Help your clients protect their own or their loved one’s interests and step into a collaborative approach to finance before it’s too late.

For CPAs

Provide a tool that helps clients better understand either their own or their loved one’s financial activity — without co-mingling assets in a joint account.

For Financial Advisors

Recommend a low-cost service that helps individuals and caregivers spot fraud or mistakes early while financial independence is prolonged.

 

How to Partner with Ruby

 

Our partner model is lightweight and simple: we’ll provide you the tools you need to recommend Ruby’s service to your clients. There’s no work for you beyond introducing Ruby.

 

Contact us and a Ruby team member will be in touch with more information!