Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
Alternatives to Trustworthy
Trustworthy runs the Family Operating System, a secure online vault where households store and organize documents and personal records. It sells directly to families and also offers a portal for wealth advisors, family offices, estate attorneys, accountants, insurance brokers and other professionals who help families manage their affairs. Read the Trustworthy profile.
FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experienceCustom quote
Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
Client experiencePer seat
Unblu
Secure messaging, video and co-browsing platform for banks and wealth managers
- Banks and trust companies
- RIAs
Client experienceCustom quote
additiv
Digital wealth management orchestration platform for banks and insurers
- Banks and trust companies
Client experienceCustom quote
CurrentClient
Compliant texting and business phone system for financial advisors
- RIAs
Client experiencePer seat
Everplans
Digital vault for client legacy planning, sold to advisory firms
- RIAs
Client experienceCustom quote
MyRepChat
Compliant text messaging for financial advisors and insurance agents
- RIAs
- Broker-dealers
Client experiencePer seat
PreciseFP
Client data-gathering and onboarding forms software for financial advisors
- RIAs
Client experiencePer seat
Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription