Financial Safety Dashboard

Bank-Level Security

Recent Alerts

Missed Payment

Rent not received – Possible issue with assisted living payment.

Unusual Income

Social Security Check Lower Than Expected – Review changes.

High Unusual Spending

$2,000 charge at BestBuy – Does this look right?

Customize Your Alerts

Set up custom alerts for unusual spending, missed payments, and more. Tailor Catamaran to your specific needs.

Set Up Smart Alerts

Trusted Contacts

Add family members or advisors to receive alerts. They'll only see what you allow – no access to account details.

Manage Trusted Contacts

Stay Ahead of Financial Surprises – Customize Your Alerts

Set Up Smart Alerts

Tailored protection for your unique situation.