Trustworthy for Advisors
Unify. Organize.
Prepare Every Family’s Future.
Tailored Solutions
Thousands of Families and Their Advisors Rely on Trustworthy
Trustworthy Helps Advisors
Who Benefits from Trustworthy
Wealth Advisors
Help clients organize and protect their assets with Trustworthy’s digital vault, streamlining their financial management.
Estate Planning Attorneys
Simplify estate planning by providing clients with a secure platform to store and share essential documents.
Family Offices
Manage family assets seamlessly by centralizing important documents, financial information, and legacy planning in one secure place.
Accountants
Enhance client service by securely organizing tax documents and financial records in one accessible, centralized platform.
Professional Organizers
Don't just be a good organizing professional; be a great one. Help your clients organize their digital lives and increase your revenue.
Insurance Brokers
Empower clients to store and manage their policies digitally, making it easy to keep insurance information up to date and readily available.
The Family Operating System®
How it Works
Digital transformation mandates professional advisors meet their clients where they are. Modern households expect online services to meet all their needs. Trustworthy puts modern households at the center of their advisor ecosystem.
Collect
Client information easily curated and beautifully organized. All in one place.
Protect
A secure and private repository that safeguards your practice and your clients.
Connect
A collaborative platform for you, and all the professionals you work with across the trust graph.
Perfect
Automation and alerts that reinforce advisor value while keeping everyone on task and up-to-date.
Raise the Bar with Trustworthy
Empowering Advisors and Their Clients with World-Class Information Security
Thousands of families and their advisors rely on Trustworthy to safeguard important information while keeping everything updated and in sync
Level up your information security
At Trustworthy, critical Information is protected by 2-factor authentication, data redaction, and AES 256-bit encryption. Trustworthy is SOC 3, HIPAA, and PCI DSS certified because our members deserve the most advanced security for important information.
"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."
Evan Jehle
Partner, COO at FFO
Your 30-Day Trial Starts Today!
Experience the power of Trustworthy for Advisors — free for 30 days.
Your trial gives you the flexibility and hands-on access you need to explore everything Trustworthy offers:
For advisors
Keep client information organized and secure
$10
Per client. Per month. Billed annually.
Single sign-in access to your client account
Dedicated phone, email, and chat support
And more…
Unlock Trustworthy for Advisors — free for 30 days.