Nines vs Way2b1
You are looking for alternatives to Nines. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Way2B1
Category
Governance
USA Based, Our mission is to enable high net worth individuals 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.
Read moreCompany
Employees
- 0-10
Revenue
<$50 million
Founded
- 2020
Incorporated
- United States of America
Locations
- New York
Top markets
- United States of America
- United Kingdom
- Australia
- Canada
Ownership
- Key staff also have ownership
- Owned by management
- External investors
- 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
Secondary focus
- Individual wealth owners
- Multi-family offices
-
- Single-family offices
- Individual wealth owners
- Banks
-
Product
Main Tasks
- CRM
- Data & data aggregation
- Household manual
- Household operations
- Asset management
- Vendor management
- Staff management
- Project management
Top features
- Mobile App
- Custom Development Service
- Enterprise-level user permission settings
- Data migration
- Onboarding
- Onsite implementation
Assets supported
- Real Estate
- Lifestyle Assets & Rare Collectibles
Whitelabel
No
- 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
SaaS
Ecosystem
Microsoft
Mobile App
Yes
-
- 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