Name: Trusted Family
Author: Trusted Family

Help Desk

Web and Video Conferencing

Customer Support

Career Center

Education

Association Management

Business Intelligence (BI)

Case Management

Collaboration

Data Extraction

Objectives and Key Results (OKR)

Smart Spaces

Enterprise

Accounting

Budgeting and Forecasting

Crypto Accounting

Online Trading

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Credentialing

Employee Onboarding

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authentication

Cloud Storage

Data Governance

Data Preparation

Digital Experience Monitoring (DEM)

Disaster Recovery as a Service (DRaaS)

Endpoint Encryption

Event Monitoring

Fraud Detection

HTML Editors

IT Service Management (ITSM)

Identity Verification

In-Memory Databases

Incident Response

Integration Platform as a Service (iPaaS)

Managed Security Service

Message Oriented Middleware

Modular Storage Area Network (SAN)

Network Performance Monitoring

Remote Monitoring and Management

Runtime Application Self-Protection

Technology Scouting Software

Traffic Switching

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Mobile Marketing

Personalization Engines

Presentation

Public Relations (PR)

Social Media Management

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Auto Repair

Automotive

Homeowner's Association (HOA) Management

Legal Research

OSS/BSS (Operations Support/Business Support)

Real Estate Property Management

Retail Management

Vertical-Specific

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Trusted Family is a governance technology platform designed to assist families, boards, and shareholders in effectively managing their governance processes. It caters to a wide range of company sizes, from small family businesses to large multinational corporations. Trusted Family is utilized by various professions and industries, including family businesses, family offices, private companies, family holding companies, and family foundations & trusts.

## Key Features

**Permissions & Privileges**: According to the vendor, Trusted Family allows users to set access permissions for different groups and individuals, creating groups and permissions for boards, committees, and working groups.

**Document Management & Digital Signatures**: Trusted Family provides a secure environment for creating, signing, and storing confidential files and documents. The platform also offers the ability to create private vaults for individual family members with controlled access.

**Surveys & Forms**: According to the vendor, Trusted Family enables users to easily create surveys to gather opinions from members and decision-makers. The platform offers flexible answer formats and upvoting capability.

**Profile Management**: Trusted Family allows users to store family profiles, achievements, experience, and aspirations. The vendor claims that the platform helps connect the right family members to the right opportunities for development.

**Meetings & Events Management**: Trusted Family offers features to organize meetings, track attendance, add files, distribute minutes for review, and manage follow-up.

**Contextual Conversations**: According to the vendor, Trusted Family unifies fragmented channels and critical conversations, centralizing communication within the family enterprise.

**Content Enablement**: Trusted Family allows users to share essential updates with boards and committees, making targeted announcements to bring everyone on the same page.

**Seamless Collaboration**: The vendor states that Trusted Family provides a single source of truth for relevant information and stakeholders, enabling users to share ideas and make progress through collaboration.

**Shared System of Record**: According to the vendor, Trusted Family allows users to share updates with boards and committees, making targeted announcements to align stakeholders.

**Efficient Decision-Making**: Trusted Family claims to offer custom governance for laser-sharp focus, enabling accelerated decision-making across the family enterprise.

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Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

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Overview

What is Trusted Family?