Trusted Family vs Way2B1 Comparison

You are looking for alternatives to Trusted Family. 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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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
Serves also

  • 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