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Way2B1

Category
Governance
HQ
United States of America

Our vision is to simplify the complex life of families.
Our mission is to enable high net worth individuals (HNW) and families to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other. Our systems help facilitate seamless decision making, create institutional memory and ensure the continuity of information across real world domains. We’ll get you started with dedicated resources to assist with onboarding, and wisdom for how to build alignment among the family, the family office and the professionals involved in daily operations.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

Employees

11-50

Founded

2015

Ownership
  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
Incorporated

United States of America

Locations
  • San Francisco
  • California
  • Chicago
  • Illinois
  • Zürich
  • Switzerland
Top 5 Markets
  • States of America
  • Switzerland
  • Singapore
  • Germany
  • Canada
Clients

Facts about the clients

Focus

Single-Family Offices

Serves also
  • Individual Wealth Owners
  • Banks
References

Available upon request

Request References

    What Way2B1`s clients say

    "Greenlight has proven to be a fantastic database, giving us ultimate control over how we receive, analyze and process all of our purchase requests. It offers an entirely integrated experience with QuickBooks and has increased our productivity tenfold. I am especially impressed with their customer service team who are always very happy to offer training, advice and eager to listen to our feedback. They are constantly improving and exceeding all of our expectations."

    Purser

    M/Y Barbara

    Product

    Get an overview of what this software does.

    The basics

    Basics about the product

    Main tasks
    • Governance
    • Accounting
    • Impact/ESG Reporting
    • Family Office Operations
    Top features
    • Collaboration with anyone  across the globe
    • secure, single point of access to important information across family operations.
    • Keep a variety of information current, organized and accessible from anywhere
    • Submission of documents in a secure manner & and automatic backups
    • Control of expenditures, investments, philanthropic goals and more.
    • Consolidation communication, documentation, and due diligence
    • Highly customizable approval processes that adapt to workflows
    • Management of repairs and projects
    • Scheduling of preventative maintenance ahead of time
    • Checklists
    Assets supported
    • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
    • Real estate
    • Private equity
    Compliance
    • GDPR
    • SOC 2
    • Type 2
    Whitelabel

    No

    Download Detailed Feature List
    Technology

    Look under the hood

    Type Of Software

    SaaS

    Security
    • SOC 2
    • Type 2
    • Certified
    • Client Data Ownership
    • Multifactor Authentication
    • End-to-End
    • Encryption
    • Single Tenant Virtual Private Cloud
    • Regular 3rd Party Security Audits
    • Segmented Network Infrastructure
    • Annual Employee Security Training
    Ecosystem

    Linux

    Integrations
    • Quick Books Online
    • Google Drive
    • Google Suite
    Mobile App

    Yes

    Reporting-specific features

    They handle reporting like this

    Multi-currency

    Set exchange rate on a request by request basis

    Pricing & Co

    Learn about the commercials

    Cost structure

    Seat based (per named user)

    Average cost p.a.
    • Average HNWI:$1,800
    • Single Family Office (small):$4,500
    • Single Family Office (large):$12,000

    Support & Services

    Learn what support and services you can expect

    Support options

    Dedicated contact, General contact mail or phone

    Pricing of support

    Free support

    Onboarding

    Family Office Admins take 1-2 weeks to onboard. All other users take 30 minutes to onboard.

    Customisation

    No

    Bespoke development

    No

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