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Eldercare Concierge

Bringing Families Together forThoughtful Care Decisions

A trusted platform that helps financial advisors guide their clients through complex family care decisions with confidence, compassion, and clarity.

Privacy by Design
Advisor-First Workflows
Professional Outputs

For Wealth Advisors

Expand your service offering with compassionate care planning tools

For Families

Unite in making informed decisions about your loved one's care

Secure & Private

Bank-level security ensures your family's information stays protected

Get StartedFor Advisors

What We are Building

A secure, advisor-first platform that helps families navigate complex care decisions with clarity, structure, and compassion.

Guided Family Intake

Structured, role-aware onboarding designed for clarity and minimal friction across family members.

Insight Engine

Clear, explainable analysis to surface alignment and focus areas without hype or black boxes.

Actionable Outputs

Professional, export-ready summaries and next steps that fit real advisor workflows.

Built for Advisors. Centered on Families.

We are preparing a thoughtful, secure platform to support real conversations, align decisions, and document next steps with transparency and privacy by design.

Private, Structured Dialogue

Capture perspectives clearly and securely, with consent and role-based access.

Clarity Over Hype

Explainable insights that support professional judgment no inflated claims.

Professional Outputs

Exportable summaries and next steps designed for client meetings and follow-through.

Reports & Assessments

Role-aware assessments for families and advisors, with clear, professional outputs ready for meetings and documentation.

Multiplayer Assessments

Invite participants, capture viewpoints privately, and consolidate with consent-aware access.

Explainable Analysis

Highlight alignment and focus areas with plain-language summaries that support professional judgement.

Professional Reports

Clean, presentation-ready summaries and next steps tailored for client meetings.

Assessment Features
  • Role-aware questionnaires for advisors and family members
  • Autosave and resume links for convenient completion
  • Consent-aware sharing and scoped access
Report Contents
  • Executive summary and key themes
  • Alignment highlights and focus areas
  • Clear, actionable next steps
View Example Reports

Advisor Use Cases

Built to fit how advisors actually work with families and teams.

Discovery & Intake

Invite family members, collect perspectives privately, and set expectations for aligned conversations.

Review & Insight

Surface themes and focus areas with explainable summaries that support professional judgement.

Document & Follow-Through

Export professional summaries and next steps for meetings, documentation, and accountability.

Frequently Asked Questions

Straightforward answers about the platform and how it fits your practice.

How is family information protected?
We use transport-layer encryption, secure session management, CSRF protection, and role-based access controls. See Security for details.
Do families need accounts?
Advisors can invite family participants with scoped access. Enrollment options are flexible by engagement model.
What do outputs look like?
Professional, export-ready summaries designed for meetings and documentation. Content emphasizes clarity and actionability.
Can this fit our existing process?
Yes—our advisor-first workflows are designed to augment, not replace, how you already serve families.

Interface Examples

A glimpse of the on-platform experience for assessments, insights, and reports.

Assessment
How confident do you feel about current care arrangements?
Insights
Alignment on safety Timing mismatch Privacy concerns Documentation gap
Engagement focus
Report Summary
Johnson Family – Care Discussion Summary
  • Agreement on fall-prevention priorities
  • Different views on timeline for in-home support
  • Next steps: home safety check and primary care visit
Preview only

Ready to Get Started?

Onboard your first family or contact us for more information.

Get StartedContact Us
Eldercare Concierge