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no web address yet (parent company is www.tpfinancial.com)
by Ktroxell- 12CREATIVES
- 44ENTRIES
- 8539CONTEST VIEWS
- $175.00PRIZE AWARDED
Company or website name
no web address yet (parent company is www.tpfinancial.com)
Slogan or Tagline
Guardrails for your finances.
Describe your company and organization and target audience
This service allows people to create limits to transactions in their financial accounts and it monitors whether the transactions exceed certain thresholds. It helps families of the elderly to make sure nobody (including themselves) overspends or takes liberties with the money. It also can be used for Trusts, where a trustee has access to the money - it will monitor and report whether a threshold has been exceeded in a withdrawal or expense. It will also report this in a concise way to the other interested parties (i.e., other beneficiaries, other family members, attorneys, etc.). The client creates the rules at the outset and the service monitors based on those rules.