Leading financial institutions implement Trustworthy to their digital banking experience to secure and manage their customers’ and members’ most sensitive information.
Your customers and members are looking for ways to securely collaborate with family members and trusted advisors. Trustworthy creates a client-owned environment for you to proactively engage with them.
Security is the most critical component of information organization. Trustworthy is SOC 2, HIPAA, GDPR, and PCI DSS certified, to ensure that you, your customers and members, no matter how sensitive the information they have, can rest easy knowing their assets are safe.
You, your customers, and members need to organize a variety of different assets. Trustworthy is a streamlined platform that is beautifully organized, and makes it easy to access information when and where you need it.
Keep up-to-date digital copies of passports, vaccine cards, and more using the in-app scanner. Access them anywhere, and share them securely with expiring links.
Create a complete view of your family’s bank accounts, investments, loans, and credit cards. Attach statements. Copy and paste account numbers on the go.
Securely store years of filed tax returns. Prepare for next year’s tax filing, adding documents using the in-app scanner. Invite your CPA and work together.
Manage real estate, vehicles, and valuables. Document purchase receipts and serial numbers. Receive automatic reminders for warranty expiration dates.
Keep important master passwords safely documented. Share passwords with family members. Receive automatic reminders for aging passwords.
Manage your family’s insurance policies with a complete view of providers, policy numbers, and related documents. Receive automatic reminders for policy expirations.
Create a single source of truth for your family’s wills, trusts, and other estate documents. Add attorneys and emergency contacts to keep your family prepared.
Organize, update, and share important documents, babysitter instructions, evacuation plans, and emergency equipment information.
Separate work documents like taxes, invoices, contracts, leases, and more from personal documents so that they're easy to find.
Build a curated archival collection of the photos, videos, documents and stories to experience for generations.
One category to organize medical history, prescriptions, medicine, expiration dates, test results and more for easy reference.
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