iPaladin vs Way2B1 Comparison

You are looking for alternatives to iPaladin. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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IPaladin, family office software, portfolio management software, consolidated reporting software

iPaladin

Category
Governance

iPaladin's Digital Family Office is a USA-based blockchain platform designed for family office professionals to orchestrate people, services, documents and activity. Family offices are able to save time, money and stress through a birds eye view platform that allows them to track past, understand present and anticipate future.

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WAY2B1

Way2B1

Category
Governance

Operating out of the USA, Way2B1's innovative systems facilitate decision making, create institutional memory, and ensure information continuity across real-world domains. Dedicated resources are allocated to onboarding, and insights are shared throughout the process into building alignment among key stakeholders.

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Company
Employees

11-50

Revenue

$1 million+

Founded

2010

Ownership

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

Incorporated

United States

Locations

Tampa

Top 5 Markets

  • United States of America
  • Canada
  • Mexico
  • Bahamas

Avg. AUM per client

-


11-50


2015


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


United States of America


  • San Francisco
  • California
  • Chicago
  • Illinois
  • Zürich
  • Switzerland


  • States of America
  • Switzerland
  • Singapore
  • Germany
  • Canada


-


-

Client
Focus

Single family offices

Serves also

  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Banks

Number

50+


Single-Family Offices


  • Individual Wealth Owners
  • Banks


-

Product
Main tasks

  • Enterprise Compliance
  • Enterprise Tasks
  • Document Standardization
  • Communication and Meetings

Top features

  • Connect every person in the network
  • System of Internal Control
  • System of Records
  • Succession Process

Assets supported

Customizable to accommodate the operational needs of any type of entity, asset or liability

Compliance

GDPR

Whitelabel

Yes


  • Governance
  • Accounting
  • Impact/ESG Reporting
  • Family Office Operations


  • 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


  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Real estate
  • Private equity


  • GDPR
  • SOC 2
  • Type 2


No

Technology
Type Of Software

  • Serviced Software
  • SAAS
  • Fully Standalone

Security

  • Data encrypted in transit and at rest
  • Advanced Encryption Standard 256 (AES 256)
  • Segregating information using multi-tiered physical and logical separation
  • Complete spectrum of role-based access controls
  • Multi-Factor Authentication
  • Industry standard deployment orchestration tools

Ecosystem

AWS

Integrations

Limited integrations

Mobile App

No


SaaS


  • 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


Linux


  • Quick Books Online
  • Google Drive
  • Google Suite


Yes

Simple solutions for complex times.