Trustworthy

Advisors managing wealthy families often face a common operational problem: critical client documents live in email threads, scattered folders, and unprotected spreadsheets. Trustworthy is a document and information management platform built specifically for advisors who want to give clients a single, secure repository for their financial and life records. The advisor portal allows professionals to collect, organize, and collaborate on client information without relying on email attachments or manual filing systems.

The platform works by connecting to sources like Gmail, accepting uploaded files, and scanning documents, then automatically structuring that information into a living record for each client. Advisors access client accounts through a single sign-in portal with granular permissions, and clients retain control over who can view their data. Security is a stated priority, with AES-256 encryption and multi-factor authentication underpinning the system. The platform is explicitly not-for-sale or data monetization, meaning client records stay private.

Key features of the advisor offering include:

• Co-branded advisor portal with single sign-in access to client accounts
• Automatic document organization from Gmail, file uploads, and scanned documents
• Granular permissions for secure multi-party collaboration
• Discounted Trustworthy Gold plans for each client
• Dedicated phone, email, and chat support

Pricing is $10 per client per year on an annual subscription billed monthly, which makes the cost of entry low for advisors testing adoption. The platform is positioned for wealth advisors, estate attorneys, accountants, and family office professionals rather than institutional investment teams. It does not handle portfolio analytics, performance reporting, or asset tracking. Family offices needing investment-grade reporting or multi-custodian data aggregation will require additional tools alongside this platform.

• Centralized storage and organization of client financial and life documents
• Secure advisor-client collaboration on sensitive records
• Automated document collection from Gmail and file uploads
• Replacing email attachments for document sharing with clients
• Managing access permissions across advisors, clients, and trusted third parties

• Advisor portal with single sign-in access to client accounts
• Co-branding for advisor practices
• AES-256 encryption and multi-factor authentication
• Automatic document organization and structuring
• Gmail integration for document ingestion
• Document scanning and upload
• Granular permissions for multi-party access
• Discounted Trustworthy Gold client plans
• Dedicated phone, email, and chat support
• 30-day free trial

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Private Wealth Owners / Principals.

Dedicated phone, email, and chat support

30-day free trial available