Double Check gives your elderly HNWI clients instant scam detection, branded with your name. No bank integration. No compliance review. Available on iOS and Android.
Request a PilotThe numbers are significant. And right now there is no simple tool advisors can put in their clients' hands to stop it.
Source: FBI Internet Crime Complaint Center, FTC Consumer Sentinel Network
A dead simple scam detection app your elderly clients will actually use.
Client receives a suspicious text, call, or link. They open Double Check, submit it, and get an instant plain-language verdict. No account linking. No passive monitoring.
No bank integration. No compliance review. Nothing to connect or configure beyond your logo. You deploy it in minutes and clients are protected the same day.
White labeled with your firm name and logo. It presents as a premium client service, not a third-party app. Every check reinforces your value to that client.
You purchase, we configure your branding, you forward the download link to clients. That is the entire process.
You select a license block sized to your client base. The app is white labeled with your firm name and logo and positioned as a branded protection service for your clients.
End users download your branded app on iOS or Android. Simple onboarding. No bank accounts to link. No passwords beyond a basic login.
A suspicious message or call arrives. Client submits it. AI returns a plain-language verdict with a clear recommendation on what to do next.
A significant share of elderly HNWI clients whose financial wellbeing you are accountable for
Wants to deploy fast without a lengthy procurement or integration process
Older client base that is active on mobile but needs simplicity first
Relationship-first model where one lost client — and one lost referral network — is one too many
Looking for differentiated client services that reinforce the firm's brand without adding operational complexity
Motivated by prevention. You have seen what a scam does to a client and a relationship.
Every competing tool requires bank integrations, targets institutional buyers, or ignores the independent advisor channel entirely.
| Feature | Carefull | EverSafe | DoubleCheck |
|---|---|---|---|
| On-demand check (no passive monitoring) | ✗ | ✗ | ✓ |
| No bank or account linking required | ✗ | ✗ | ✓ |
| Advisor white label | ✓ | ✗ | ✓ |
| Elderly-first UX design | Partial | Partial | ✓ |
| Sells to independent RIAs without an enterprise deal | ✗ | ✗ | ✓ |
| Zero integration. Nothing to connect. | ✗ | ✗ | ✓ |
We know your compliance team will ask. Here are the facts.
The complete message or image is analyzed and returned as a verdict. It is never written to our servers. Only a short reference snippet of up to 80 characters is retained in your advisor dashboard for audit purposes, linked to the client's internal account ID — not their name or email.
The analysis request sent to our AI provider contains only the message content. No client name, email, advisor ID, or account details are ever included in the analysis payload. Identity and content are never linked at the point of analysis.
We use Anthropic's API to power verdicts. Under Anthropic's standard paid API policy, inputs and outputs are not used to train AI models. Your clients' submissions do not contribute to any model training dataset.
If your compliance team requires a contractual zero-retention guarantee that eliminates even Anthropic's standard 30-day abuse monitoring window, we support an upgrade to Anthropic's enterprise ZDR tier on request.
Annual license blocks billed upfront. You control whether you pass the cost to clients, mark it up, or offer it as a complimentary client service.
Above 1,000 licenses? Contact us for enterprise pricing.
Protect your clients. Protect your practice. Up and running the same day.