Trusted Family vs Way2B1 Comparison

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Trusted Family

Trusted Family

Category
Governance

Belgium's Trusted Family platform serves global family businesses with a single, secure and centralized governance platform, enabling directors, shareholders and family members to connect anytime, anywhere. Founded by two next-generation entrepreneurs from European business families, the company leverages a decade of industry expertise.

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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

-

Founded

2007

Ownership

  • Owned by management
  • Clients are also owners
Incorporated

Belgium

Locations

  • Brussels
  • London
  • New York
Top 5 Markets

  • United States of America
  • United Kingdom
  • France
  • Belgium
  • Switzerland
Total AUM

-

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

  • Single-Family Offices
  • Multi-Family Offices
  • Individual Wealth Owner
  • Banks
Number

  • 145 clients
  • +5000 users

  • Single-family offices

  • Individual wealth owners
  • Banks

-

Product
Main tasks

  • Governance
  • Stakeholder Communication & Collaboration
  • Document Management
  • Board Management
Top features

  • Meetings & Events Management
  • Document Management
  • Electronic Signatures & Workflows
  • Secure Communication & Collaboration
  • Audit Trails & Analytics
Assets supported

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

SaaS

Security

  • 24×7 monitoring
  • Denial of Service protection
  • Web Application Firewalls
  • Virus and Malware scanning
  • Automated Patch Management
  • Data Encryption at Rest
  • Cloud based redundancy including backups
  • Strictly controlled access protocols
  • 24×7 surveillance and monitoring
  • Two-factor authentication requirements
Ecosystem

Custom-built

Integrations

  • Google
  • Calendar
  • Outlook
  • Calendar
  • Apple Calendar
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
Simple solutions for complex times.