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
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
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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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
