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September 9-11, 2024
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Trustworthy is a collaborative, client-owned environment that brings the advisor ecosystem to one digital household. Customers and clients are forced to log in to multiple portals to access their sensitive information across multiple institutions, often maintaining duplicative information. Financial institutions and FinTechs are looking for ways to digitally transform their relationships with their customers and clients. Trustworthy puts their customers and clients at the center of these relationships with one solution and a complete secure view of all their information across categories like family IDs, finances, properties, passwords, insurance, taxes, legal documents, business, emergency planning, and contacts.