Why advisors buy seats for their book
Documented supervision, not just intentions
Every quarter you get a per-advisor compliance report: clients protected, checks run, scams caught. It evidences the active, technology-assisted oversight the Senior Safe Act and FINRA Rule 2165 expect — ready to hand to a compliance officer.
Be the advisor who caught the scam
Elder financial exploitation is how books get lost — to fraud, to family, to a competitor who noticed first. When Double Check flags a scam and alerts the client's family, you are the reason the money stayed put. That is the stickiest relationship you can build.
Roll it out in an afternoon
Upload your client list once. Each client gets an invite with a code; the app does the rest. No per-client billing to chase, no seats to babysit — one line item, your whole book covered.
Every seat includes
- Unlimited AI scam checks — texts, emails, calls, links, payment requests
- Automatic family-contact alerts on high-risk items
- Client onboarding via invite code (no advisor admin overhead)
- Quarterly compliance report (Senior Safe Act / FINRA Rule 2165 framing)
- Advisor dashboard: seat usage, client activity, threats surfaced
- One consolidated invoice — monthly or annual
Cover your clients before the next scam lands.
Tell us how many clients you protect and we'll get your seats live this week.
Get bulk seats →Pricing shown is per client seat, per month, with a 25-seat minimum. Double Check is a scam-detection tool for guidance only — it is not legal, financial, or compliance advice, and compliance reports are supporting documentation, not a regulatory filing.