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.
BANKS & CREDIT UNIONS LOVE TRUSTWORTHY
Thousands of tokenized assets, multiple collaborators, one household.
Leading financial institutions implement Trustworthy to their digital banking experience to secure and manage their customers’ and members’ most sensitive information.
Build stronger customer and member relationships with Trustworthy.
Security is foundational.
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.
Every asset is organized.
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.
Offer an organized overview of clients’ important information.
Family IDs
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.
Money
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.
Taxes
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.
Property
Manage real estate, vehicles, and valuables. Document purchase receipts and serial numbers. Receive automatic reminders for warranty expiration dates.
Passwords
Keep important master passwords safely documented. Share passwords with family members. Receive automatic reminders for aging passwords.
Insurance
Manage your family’s insurance policies with a complete view of providers, policy numbers, and related documents. Receive automatic reminders for policy expirations.
Estate Documents
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.
Emergency Planning
Organize, update, and share important documents, babysitter instructions, evacuation plans, and emergency equipment information.
Business
Coming soon
Separate work documents like taxes, invoices, contracts, leases, and more from personal documents so that they're easy to find.
Family Archive
Coming soon
Build a curated archival collection of the photos, videos, documents and stories to experience for generations.
Medical
Coming soon
One category to organize medical history, prescriptions, medicine, expiration dates, test results and more for easy reference.
Trusted by thousands