Integrated Partners, a Boston-based financial planning and registered investment advisory (RIA) firm managing over $21 billion in assets under advisement (AUA), has launched a strategic partnership with Carefull, an innovative financial safety platform. The partnership aims to enhance the protection of older clients and their extended families from escalating risks of fraud, identity theft, and financial scams. Financial fraud and identity theft are significant and growing concerns, especially for aging adults. Scammers are becoming increasingly sophisticated, leveraging advanced technologies like artificial intelligence (AI) to carry out their schemes. Integrated Partners, led by President Andree Mohr, recognized the need for a robust, modern solution to combat these threats. "As scammers get smarter, our industry must get smarter, too," Mohr stated. "Choosing Carefull as a strategic partner allows our advisors to offer a high-touch service that protects clients from real-world threats of fraud, scams, and money mistakes. It’s the kind of practical innovation that fits seamlessly into our advisors’ businesses while extending value to the families they serve." Carefull’s platform employs advanced AI to monitor and detect suspicious transactions, credit activity, and unusual behavioral patterns. When a potential threat is identified, Carefull provides clients with clear, actionable steps to mitigate the risk. This early detection and intervention are crucial in preventing financial losses and preserving the well-being of older adults and their families. The partnership enables Integrated's advisors to access a real-time portal where they can track client engagement and financial activities without diverting their attention from critical business tasks. By integrating Carefull’s services, Integrated aims to strengthen its commitment to innovation and client care. The move not only addresses the pressing security issues faced by aging clients but also helps advisors deepen their relationships with multi-generational families. Mohr emphasized, "Protecting the whole family offers advisors a high-impact way to build and maintain multi-generational relationships." This added layer of protection is expected to enhance client retention, expand advisory services, and attract new assets under management. Todd Rovak, co-founder of Carefull, shared his perspective on the partnership: "Fraud and scams have always been a threat—but with AI, they’re becoming more sophisticated. But so are we. This partnership with Integrated represents a shared belief that protecting wealth means more than just safeguarding assets—it means protecting trust, identity, and the daily financial life of every client. We’re excited to bring this comprehensive protection to Integrated’s forward-thinking advisor community." The collaboration between Integrated and Carefull is a strategic move in the financial industry, combining Integrated’s strong network of financial advisors with Carefull’s cutting-edge technology. Integrated, founded in 1996, has grown to become a leader in the RIA space, supporting over 220 advisors, 200 CPAs, and operating from 116 regional offices across the United States. The firm’s reputation is built on empowering advisors, maintaining integrity, and fostering trust, all while offering a customized open architecture business environment that includes technology, investment management, advanced planning, and comprehensive business counsel. Carefull, on the other hand, was designed specifically to meet the unique financial safety needs of older adults and their families. The platform provides 24/7 account monitoring, identity and home protection, and expert resources to guide families and advisors in safeguarding financial well-being. Recognized for its innovation, Carefull partners with leading financial firms to integrate financial care into their services, enhancing overall client trust and satisfaction. Industry insiders have praised the partnership, noting that it sets a precedent for how financial advisory firms can adapt to emerging threats using technology. The collaboration is seen as a forward-thinking strategy that aligns with the evolving needs of clients and advisors alike. By providing a comprehensive solution to financial safety, Integrated and Carefull are addressing a critical gap in the market and offering a valuable service that can have a lasting impact on both individual and family financial health. Integrated Partners and Carefull are both committed to driving positive change through their respective platforms. For more information on Integrated’s suite of back-office technology and organic growth solutions, visit integrated-partners.com. To learn more about how Carefull can help protect clients, visit GetCarefull.com.