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

Way2B1

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.

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

Single-family offices

Individual wealth owners
Banks

Product

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

Technology

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

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