Financial account monitoring and the power of a Trusted Circle to keep your parents and loved ones safe from scams, fraud, and exploitation as they age.

How Does WayWiser Defender Work?

connecting accounts

Connect Key Financial Accounts

WayWiser uses Plaid to link your loved one’s bank accounts ensuring end-to-end data encryption and removing any opportunities for unwarranted access by our application or anyone else for that matter.

Manage Access

You get to hand select the members of your Trusted Circle who can view financial data and receive alerts. No need to worry about this information being seen by those who shouldn’t have access, but you’ll still be able to discuss suspicious activities with whomever you’d like.

manage access
customize alerts

Customize Alerts

The goal here is to look at finances like a caregiver, rather than bank.

Not only are older adults targeted in numerous scams, they can be susceptible to unscrupulous mortgage lenders, home repair workers, or even online romancers who might take advantage of any noticeable cognitive decline. 

Set financial alerts however you see fit. Be alerted to unusual transactions over a certain size, cash withdrawals, or when an account reaches a certain balance threshold. Get notified as often or as seldom as you see fit.

Share Suspicious Transactions

This is where your Trusted Circle really comes into play. Seamlessly share suspicious transactions within your activity feed or via private message. Discuss any discrepancies and get to the bottom of things fast.

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Resolve As A Team

When you surround the person you are caring for with a Trusted Circle, you’re arming them with the best defense system against scams, fraud, and exploitation – your own vigilance.

Word to the Wise

Knowing is half the battle. Our resource center – Word to the Wise – is filled with expert information to keep your loved ones safe from scams, fraud, and exploitation.

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Financial Monitoring

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