No. You can add as many family members as you like on the Family Office Edition. Each family member gets their own login and portal to view their reports and metrics. Yes on the Household Edition. Households Editions users are limited to two logins.
Your family's financial information is deeply personal. Trussdee brings it together with layers of protection that control access and protect stored records.
Upload historical banking, credit-card, and investment activity from the spreadsheet you already have.
Scanned estate planning documents (wills, trusts, deeds, old correspondence) are often very large because each page is stored as a high-resolution image.
Stock price data updates every 15 minutes through our partner Alpha Vantage.
Trussdee supports pulling transaction data from major crypto exchanges using read-only API keys. You generate the keys in your exchange account settings. Never share keys that allow trading or withdrawal.
