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
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
