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Description

A simple solution to safeguard, organize, and streamline your most valuable information is now available. Everything necessary to ensure your family is organized and ready can be found in one convenient location. Keep essential documents like family IDs and vaccine cards easily accessible. Manage and distribute family passwords effectively. Create an inventory of valuable items for insurance purposes. Document your financial accounts and investments comprehensively. Benefit from automated reminders to ensure everything remains current. Securely store estate and legal documents while inviting family members and trusted advisors to collaborate. As many families are geographically dispersed, important legal, financial, and medical documents often become fragmented across various filing systems and digital platforms. Furthermore, as the amount of digital information increases, it tends to be stored in multiple locations, making management challenging. This is where Trustworthy steps in to assist you. Designed to handle everything from minor tasks like renewing your passport to significant undertakings such as estate planning, Trustworthy ensures that you and your family are fully equipped for any situation that arises. In an increasingly complex world, having all your critical information organized in one place provides peace of mind.

Description

Wealth.com serves as a contemporary estate-planning platform led by advisors, catering to a diverse clientele and providing a comprehensive workflow that encompasses everything from grasping a client's estate to its ongoing optimization and management. Among its standout features is Ester AI, which efficiently extracts and visualizes information from complicated estate-planning documents, allowing advisors to produce concise, client-friendly summaries and visual aids; a Report Builder that crafts visual reports to enhance planning decisions; a Scenario Builder that empowers advisors to simulate, compare, and refine planning strategies, including tax implications and generational transfers; and tools for Document Creation that swiftly produce high-quality, attorney-level legal documents and diagrams. Furthermore, the platform boasts additional functionalities like interactive flowcharts, secure document storage, family-tree visualization, action-item monitoring, and seamless integration with over 20 financial and CRM platforms, including well-known names like Salesforce, eMoney, and Orion. In today's fast-paced financial landscape, Wealth.com stands out by offering innovative solutions that facilitate better communication between advisors and clients while streamlining the estate-planning process.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Addepar No 
Better Business Bureau (BBB) Yes 
Black Diamond Wealth Platform No 
Charles Schwab No 
Coinbase No 
Norton 360 Yes 
Orion No 
Redtail CRM No 
Salesforce No 
TrustedSite Yes 
Wealthbox No 
Zillow No 
eMoney No 

Integrations

Addepar Yes 
Better Business Bureau (BBB) No 
Black Diamond Wealth Platform Yes 
Charles Schwab Yes 
Coinbase Yes 
Norton 360 No 
Orion Yes 
Redtail CRM Yes 
Salesforce Yes 
TrustedSite No 
Wealthbox Yes 
Zillow Yes 
eMoney Yes 

Pricing Details

$120 per year
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Trustworthy

Country

United States

Website

www.trustworthy.com

Vendor Details

Company Name

Wealth.com

Founded

2021

Country

United States

Website

www.wealth.com

Product Features

Password Management

Credential Management No 
Multifactor Authentication No 
Password Generator No 
Password Reset No 
Password Synchronization No 
Single Sign On No 
User Management No 

Product Features

Alternatives

Alternatives

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