A Secure, Modern Platform
That Elevates Your Client Experience
Organize information automatically and collaborate safely in one place, strengthening trust and reducing the friction of managing vital documents and plans.
Built for Advisors Who Guide Families
Through Their Most Important Decisions
Three Simple Steps to
More Organized, Confident Clients
01
Connect Their World
Link their Gmail, upload files, or scan documents. Trustworthy gathers the important pieces automatically.
02
Let Trustworthy Work
Trustworthy understands and structures their information creating a living system for their family.
03
Collaborate Securely
Work from a shared, encrypted environment with granular permissions.
33%
More than 1/3 of family offices had at least once cyber security attack in 2022.
Protected
AES-256 encryption and multi-factor authentication keeps information secure.
Theirs
Clients stay in control of their information and decide who can access it.
Private
Information stays protected, secure, and private — never shared, sold, or monetized.
Ready
Your client's information is available when they need it, securely accessible to them and the people they trust.
"Trustworthy offers a level of security and ease that simply can't be matched by other solutions.
While spreadsheets are great for organizing data, they fall short when it comes to protecting sensitive client information.
With Trustworthy, you're not just storing data – you're safeguarding it with industry-leading security, all while benefiting from a platform that's user-friendly and designed for managing essential information with confidence and ease."
Can I pilot the Advisor portal for my company and then expand to support clients?
Is the Trustworthy for Advisors portal a good fit for daily money managers?
What Trustworthy subscription plan will my clients receive?
If I am working with a client only temporarily, can I purchase a membership for them for less than one year?
Do you white-label Trustworthy?
As an advisor, may I also become a Trustworthy Certified Expert?
For Advisors
Keep client information organized and secure
$10
Per client. Annual subscription. Billed monthly.
Advisor portal
Co-branding
Single sign-in access to your client account
Discounted Trustworthy Gold plans for each client
Dedicated phone, email, and chat support
And more…
