The Infrastructure Behind Exceptional Client Service

Give every client a continuously updated view of their financial and life information—so you can operate like a modern family office at scale.

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The Current Way of Managing Vital Client Information Isn’t Working

Before Trustworthy

• Scattered documents
• Email attachment risks
• Slow, inefficient document collection
• No single source of truth

After Trustworthy

• Centralized, secure access
• No email attachments
• Automatic information organization
• Up-to-date client records

A Secure, Modern Platform That Elevates Your Client Experience

Organize information automatically and collaborate safely in one place, strengthening trust and reducing the friction of managing vital documents and plans.

Built for Advisors Who Guide Families Through Their Most Important Decisions

Angie Sinclair - Insurance Broker

Heather Wise - Estate Planning Attorney

Frank Coimbra - Accountant

Holly Brown - Mom's Caregiver

Jessica Gray - Wealth Advisor

Henry Richards - Family Office

Luisa Docker - Lawyer

Linda Long - Professional Organizer

Three Simple Steps to More Organized, Confident Clients

01 Connect Their World

Link their Gmail, upload files, or scan documents. Trustworthy gathers the important pieces automatically.

02 Let Trustworthy Work

Trustworthy understands and structures their information creating a living system for their family.

03 Collaborate Securely

Work from a shared, encrypted environment with granular permissions.

Empowering Advisors and Their Clients With World-Class Information Security

33%

More than 1/3 of family offices had at least once cyber security attack in 2022.
Source 1, Source 2

$50K to $10M

The price of complacency is $50K to $10M depending on the severity and type of attack.

• Protected: AES-256 encryption and multi-factor authentication keeps information secure.
• Theirs: Clients stay in control of their information and decide who can access it.
• Private: Information stays protected, secure, and private — never shared, sold, or monetized.
• Ready: Your client's information is available when they need it, securely accessible to them and the people they trust.

Trusted by the Professionals Who Protect Families

"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](https://www.linkedin.com/in/evan-jehle-20a9875/)

Frequently Asked Questions

• Can I pilot the Advisor portal for my company and then expand to support clients?
• Is the Trustworthy for Advisors portal a good fit for daily money managers?
• What Trustworthy subscription plan will my clients receive?
• If I am working with a client only temporarily, can I purchase a membership for them for less than one year?
• Do you white-label Trustworthy?
• As an advisor, may I also become a Trustworthy Certified Expert?

Modernize How You Support Your Clients’ Lives and Legacies

Give families a secure, organized, and collaborative platform — and elevate your practice in the process.

For Advisors

• Keep client information organized and secure

$10

• Per client. Annual subscription. Billed monthly.

Advisor portal
Co-branding
Single sign-in access to your client account
Discounted Trustworthy Gold plans for each client
Dedicated phone, email, and chat support
And more…