Purple for Organizational Representative Payees
Simplify how your organization handles client and resident finances
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Who we serve
Built for organizations managing finances on behalf of people with disabilities
Representative Payees
Organizations that manage Social Security benefits on behalf of beneficiaries who need help managing their finances
Learn moreCare Facilities
Intermediate care facilities, group homes, and residential programs managing finances for multiple residents
Learn moreDisability Service Providers
Agencies and nonprofits providing support services to individuals with disabilities
Learn moreEverything you need to manage client finances
Powerful tools designed for organizations managing benefits on behalf of others
Account Management
Open and manage accounts for each resident in just a few clicks from the dashboard
Financial Controls
Schedule transfers, set spending limits, and control how funds are allocated
Real-Time Dashboard
Instant access to balances, spending patterns, and transaction histories
Bill Pay
Pay bills directly from resident accounts and schedule recurring payments
Team Management
Custom permissions and role-based access for your entire team
Generate Reports
Export account snapshots and transactions with date and type filters
Budgeting Tools
Log expected income and expenses, then track how they play out
Document Storage
Store receipts, SSA notices, and documents linked to each individual
$2,000 Balance Alerts
See at a glance when an account is at risk of affecting benefits
Purple Debit Card.
Control and access,
in their hands
Give clients the independence to make everyday purchases while you maintain full visibility and control. Set spending limits, restrict merchant categories, and monitor transactions in real-time, all from your dashboard
- Customizable spending limits per card
- Merchant category restrictions
- Real-time transaction alerts
- Instant card lock/unlock
Why organizations choose Purple
SSA Compliant
Properly titled representative payee accounts that meet Social Security Administration requirements
Reduce Administrative Burden
Streamline financial management with automated tools and centralized oversight
Real-Time Visibility
Monitor all resident accounts from a single dashboard with instant balance and transaction updates
Built-In Safeguards
Spending controls and alerts help protect residents and ensure funds are used appropriately
How Purple compares
Purpose-built for organizations managing benefits. Not a workaround, a real solution
| Feature | Traditional Banks | Payee Software | Spreadsheets |  |
|---|---|---|---|---|
| SSA-compliant account titling | ||||
| Multi-resident dashboard | ||||
| Real-time balance monitoring | ||||
| Per-resident spending controls | ||||
| Asset limit alerts | ||||
| Integrated banking + management |
SSA-compliant account titling
Multi-resident dashboard
Real-time balance monitoring
Per-resident spending controls
Asset limit alerts
Integrated banking + management
Ready to simplify client finances?
See how Purple can streamline financial management for your organization