sign inTrusted Family vs Way2B1 Comparison
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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
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
-
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
- 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