Trustworthy broadens its data vault to include advisors in addition to households

Trustworthy: Revolutionizing Document Management for Families and Professionals

Are you tired of sifting through piles of paperwork, trying to find that one important document you need? Do you worry about your family being able to access crucial information in case of an emergency? Look no further than Trustworthy, the innovative tech platform that is revolutionizing the way families manage their important documents and data.

Founded in 2019 by Nathaniel Robinson, Trustworthy offers a secure digital platform where families can upload and store all their essential information in one place. From financials and IDs to wills and even information about your pets, Trustworthy allows authorized users to easily access this information when needed. No more searching through multiple folders or drawers – with Trustworthy, everything you need is just a click away.

What sets Trustworthy apart from its competitors is its use of advanced technologies such as AI. The platform’s AI-backed functions help users identify which documents to upload and provide quick access to specific information in seconds. Need to find a specific financial document for a loan application? Trustworthy can help. Facing a family emergency and need to access insurance documents quickly? Trustworthy has you covered.

But Trustworthy isn’t just for families – it also offers services to professionals like advisors, RIAs, and financial coaches. The platform’s partner portal allows advisors to create accounts for their clients, upload documents, and identify missing information that clients can easily provide. This streamlines the process and reduces the back-and-forth hassles of traditional document sharing methods.

With prices ranging from $120 to $870 per year for individual households, Trustworthy is an affordable solution for anyone looking to streamline their document management process. And with ongoing developments in AI tools and enhanced search functions, Trustworthy is constantly evolving to meet the needs of its users.

However, Trustworthy does face challenges, such as the need to sync with other platforms like CRM systems for advisors. But Robinson and his team are working hard to overcome these obstacles and make Trustworthy even more user-friendly and efficient.

So if you’re tired of the document chaos and ready to take control of your important information, give Trustworthy a try. With its innovative approach to document management and commitment to user satisfaction, Trustworthy is truly the future of family organization.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.