When life throws unexpected challenges your way, having your family's critical documents accessible, organized, and secure becomes invaluable. A family digital vault provides that essential peace of mind.
Trustworthy and FidSafe (offered by Fidelity Technology Group, a Fidelity Investments company) are two competitors in this space.
In this comparison, we'll explore why Trustworthy is the standout choice — delivering superior security measures, more advanced capabilities, intelligent automation features, and exceptional customer support.
FidSafe provides only a free plan with limited functionality. Trustworthy has a free plan, too, but three tiers of paid plans as well. It’s a clear demonstration of the old saying: You get what you pay for.
About Trustworthy
Trustworthy's Family Operating System® helps families and individuals safeguard, organize, and share vital documents for both personal and business needs.
Since its 2020 launch, Trustworthy has simplified document management through automated uploads, intelligent reminders, dedicated expert assistance, and secure sharing features. Its advanced security infrastructure sets a high standard in the industry.
About FidSafe
FidSafe, developed about a decade ago by Fidelity Labs (a division of Fidelity Investments), provides cloud storage for important personal documents.
The service helps families organize financial, legal, and personal records, with special features for sharing information during life events and after death. (Trustworthy provides after-death access as well.)
Now let's examine how these two platforms compare across the key factors that matter most.
Trustworthy Delivers Superior Security
Trustworthy's comprehensive security architecture provides exceptional protection for your sensitive information.
Both services implement AES 256-bit encryption and offer multi-factor authentication options. However, when it comes to formal compliance certifications, the differences become stark.
Trustworthy has achieved SOC 2 Type II certification, satisfying enhanced requirements from the American Institute of CPAs, and SOC 3 certification as well. FidSafe, while claiming basic SOC 2 certification, does not publicly document SOC 2 Type II or SOC 3 certifications, nor HIPAA compliance. Trustworthy is also compliant with HIPAA standards.
Trustworthy's enterprise-grade security includes advanced features that FidSafe does not offer:
Tokenization technology, which eliminates your sensitive information from Trustworthy's database, replacing it with secure tokens. Your data remains protected and separated from your account at all times.
On-screen redaction capabilities and physical security key support.
Advanced threat detection: Trustworthy employs behavioral analytics to flag anomalies and suspicious activities.
Trustworthy also demonstrates superior data privacy compliance. Beyond HIPAA requirements, Trustworthy meets the stringent standards of the European Union's General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA). FidSafe does not publicly document compliance with GDPR or CCPA standards.
Trustworthy maintains numerous five-star ratings and an impressive 4.8 score (excellent) on Trustpilot, an independent customer review platform. FidSafe lacks reviews on Trustpilot, though as a Fidelity product, users generally trust the company's established reputation in financial services.
FidSafe Provides Basic Service with Limited Features
FidSafe offers a straightforward, no-cost service:
No subscription is required.
It's open to anyone (no Fidelity account is needed).
Trustworthy provides greater flexibility with multiple plan options:
A free basic plan.
Silver plan: $10 a month.
Gold plan: $20 a month
Platinum plan: $40 a month (includes three hours of personalized help from Trustworthy Certified Experts™).
10% discount available.
50% community hero discount for police, firefighters, paramedics, EMTs, doctors, nurses, active-duty military personnel, reservists, veterans, teachers, and security guards.
Trustworthy's Premium Plans Include Unlimited Storage
Storage capacity represents a significant differentiator: Trustworthy's paid subscriptions provide unlimited document storage. FidSafe caps users at 5 GB total.
When you need confidence that you can upload every important document without hitting storage limits, Trustworthy clearly wins.
Trustworthy's Intelligent Automation Saves You Time
Managing family affairs is already demanding. Your digital vault should simplify, not complicate, your life. That's where Trustworthy's automation excels.
The standout feature is Trustworthy's Autopilot™ tool, which eliminates organizational headaches. Autopilot automatically analyzes uploaded documents, extracts essential details, and makes finding information in your Family Operating System® effortless. It suggests appropriate filing categories and file names, too.
Additional automation features include Trustworthy's mobile document scanner, accessible through its Android and iOS applications. And Trustworthy scans your documents to automatically send you reminders of important deadlines and other dates.
FidSafe includes useful capabilities like mobile scanning through its iOS app (there’s no Android app) and folder organization with drag-and-drop functionality, which Trustworthy also offers.
Trustworthy's automation makes it substantially more advanced.
Trustworthy Offers Superior Customer Support
If you're new to digital vaults and family organization, you might feel uncertain, particularly when tackling complex tasks like estate planning preparation.
Excellent customer support should be a top priority when selecting your digital vault solution. Let's compare how Trustworthy and FidSafe measure up.
Trustworthy's website provides comprehensive information about its product features and security measures. Customer support is available via email, chat, and SMS, while FidSafe offers customer support only by phone.
For elevated support, Trustworthy provides access to Trustworthy Certified Experts™. These professionals deliver personalized, individual help with document onboarding, developing digital organization strategies, and connecting with appropriate legal or planning professionals.
While all paid subscribers have access to Trustworthy Certified Experts™, their support is automatically included in Trustworthy’s Platinum plan.
You can schedule appointments with an Expert at times that work for your schedule. Many Experts offer evening and weekend availability, so you're not limited to standard business hours.
Additional Trustworthy Advantages
Email forwarding to your Trustworthy Inbox: Simply forward important family documents to your personalized Trustworthy email address. They're automatically added to your Inbox with suggested names and filing locations.
Chrome browser extension: Using drag-and-drop, you can quickly add files, email attachments, or screenshots directly to your Trustworthy Inbox. The tool can even retrieve documents from your Gmail account automatically.
Collaboration features: Build your trusted network of family members, friends, and advisors. You control precisely who can view and edit specific documents or categories, granting customized access levels while protecting sensitive information.
Tool integration:
Plaid data-transfer software.
ScanSnap scanner compatibility.
The Verdict: Trustworthy Wins
Compared with FidSafe, Trustworthy delivers a more robust, feature-rich platform for families serious about organizing their important information.
Trustworthy's advantages include:
Enhanced security measures and privacy compliance.
Unlimited storage on paid plans.
Advanced automation with Autopilot™.
More integration options and collaboration features.
Superior customer support resources.
Trustworthy Certified Experts™ for personalized support.
For families wanting more than basic document storage — those seeking intelligent organization, advanced security, and expert guidance — Trustworthy is the superior choice.
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