Trustworthy - The Family OS® vs Origin: Budget & Track Money Usage & Stats
Goodbye chaos, hello Family Operating SystemⓇ. Trustworthy keeps your important information organized, protected, and optimized so you can be prepared for all of life’s moments, enjoy peace of mind and celebrate your accomplishments.
Everything in the right place.
Trustworthy is the only app that gives you a single view of your important family information–family IDs, money, property, passwords, insurance, taxes, estate documents, emergency documents, and more. Say goodbye to disorganization and hello to knowing exactly where everything is.
Everyone working together.
Share your information with the right people at the right time. Trustworthy is the place where modern families collaborate, now and across generations.
Every asset, beautifully organized.
Trustworthy automatically arranges your information into a beautifully organized view that makes it easy to find what you’re looking for. No tagging, classification or thinking required.
Advanced security for every family.
Level up your family information security with Trustworthy, the online service for families that exceeds industry standards for security and privacy.
Expert help, whenever you need it.
Get the help you need to get organized–from an Expert. Your Trustworthy Expert can coach you on digital organization, help you find lost documents, and even set up your Family Operating SystemⓇ for you.
Thousands of successful modern families use Trustworthy. Here is what they are saying:
“I cannot even put into words how great it feels to know everything is here for my wife and family! We had so many files (paper) and I just scanned using the mobile app and BOOM done!”
-David G.
“Using Trustworthy made me appreciate how many different accounts, IDs, and important documents we have as a family. Now they’re all in one place, so wherever we travel, we can look them up instantly.”
-Korina S.
“I have been searching for something with a clean interface that made accessing my information easy for me, but also easy for my wife and family to understand.”
-Sunaubh P.
Privacy Policy: https://www.trustworthy.com/privacy
Terms of Use: https://www.trustworthy.com/terms
Trustworthy uses auto-renewing subscriptions. The subscription will be charged to your iTunes account at confirmation of purchase. Subscriptions will automatically renew at the end of your subscription period and will be charged through your iTunes account. Subscriptions renew automatically unless canceled at least 24 hours prior to the end of the current period. Your account will be charged for renewal within 24 hours prior to the end of the current period. You can turn off auto-renewal at any time from your iTunes account settings. Cancellation of the current active subscription period is not allowed.
- Apple App Store
- Free
- Finance
Store Rank
- -
Origin’s all-in-one platform helps you confidently build wealth.
Unite your finances in one, centralized view to seamlessly manage your money. Create a budget in a few clicks and track your subscriptions, upcoming bills, cash flow, and credit score.
Make your money work for you with our range of diversified and personalized investing options, including a high-yield cash account, a no advisory fee automated index investing account, and curated stock bundles.
Move at the speed of the market with expert human financial guidance and powerful AI. Work through your goals with our AI financial assistant, Sidekick, and receive real-time notifications about your finances. Meet with one of our financial advisors to get holistic and personalized support to help you meet your money goals.
Secure your worth with our thorough yet approachable estate plans, and easily file your taxes where you manage your money.
New Features:
- Market-leading high-yield cash account
- Expert-built stock bundles
- Enhanced AI-powered financial guidance, including goal planning and real-time insights
- Equity tracking
Budgeting:
- Custom budgeting in just a few clicks
- Track your progress throughout the month
- Get proactive notifications to help you adjust your spending
Investing:
- Maximize your savings with our market-leading high yield cash account.
- Automate your growth with hands-off, diversified, and AUM fee-free index portfolios.
- Personalize your portfolio by investing in bundles of handpicked stocks grouped by market trends and opportunities.
- Track all your investments in one place and see activity across all holdings.
AI Guidance:
- Chat with our AI-powered financial assistant, Sidekick, to get actionable insights, expert analysis, and guidance into your financial standing.
- Get real-time notifications with what you need to know about changes to your spending, investments, credit score, and more.
Financial Planning:
- Purchase a session with one of our CFPs® to get tailored advice from experts who understand your unique financial situation and goals.
- Work through holistic strategies to maximize your wealth covering investments, retirement, debt management, family planning, and more.
Estate Planning:
- Secure your legacy with straightforward, comprehensive, and affordable trust and wills.
Tax filing:
- File your taxes right in Origin and navigate complex tax scenarios at no extra cost
No Ads:
Origin is not supported by advertisers. You’ll never see an advertisement interrupting your experience.
Private and secure:
Origin uses market-leading security protections and protocols and advanced encryption. We are SOC-2 compliant, and we don’t share your financial information without your permission. For account connection, we partner with the best of the best: Plaid, Finicity, and MX.
Privacy policy: https://www.useorigin.com/legal/privacy-policy
Terms and conditions and disclosures: https://www.useorigin.com/legal
Disclaimers:
Origin's app was named 'Best Budgeting App' by Forbes Magazine in July 2024, reflecting its user experience and features. No compensation was given or received for this award. This award is unrelated to Origin's investment advisory services.
Origin investment accounts do not have any AUM fees. However underlying funds held in these accounts may charge their own expense ratios, which are deducted directly from the balance of the funds. Expenses charged by our custodian, DriveWealth, may still apply to Origin investment accounts. A list of all possible fees charged by our custodian is presented as part of the account opening process.
The Cash Management Account promotion entitles eligible users to receive a 0.50% APY increase over the standard base APY then in effect. The standard base APY is variable and subject to change at any time without notice. Terms and conditions apply.
- Apple App Store
- Free
- Finance
Store Rank
- -
Trustworthy - The Family OS® VS. 
Origin: Budget & Track MoneyJanuary 17, 2025