Way2B1 vs iPaladin Comparison

You are looking for alternatives to Way2B1. 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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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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IPaladin, family office software, portfolio management software, consolidated reporting software

iPaladin

Category
Governance

iPaladin's Digital Family Office is a USA-based blockchain platform designed for family office professionals to orchestrate people, services, documents and activity. Family offices are able to save time, money and stress through a birds eye view platform that allows them to track past, understand present and anticipate future.

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Company
Employees

  • 11-50
Founded

  • 2015
Ownership

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
Incorporated

  • United States of America
Locations

  • San Francisco
  • California
  • Chicago
  • Illinois
  • Zürich
  • Switzerland
Top 5 Markets

  • States of America
  • Switzerland
  • Singapore
  • Germany
  • Canada
Total AUM

-

Avg. AUM per client

-


11-50


$1 million+


2010


  • Owned by management
  • Key staff also have ownership
  • Clients are also owners

United States


Tampa


  • United States of America
  • Canada
  • Mexico
  • Bahamas

-

Client
Focus

  • Single-family offices
Serves also

  • Individual wealth owners
  • Banks
Number

-


Single family offices


  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Banks

50+

Product
Main tasks

  • Governance
  • Accounting
  • Impact/ESG reporting
  • Family office operations
Top features

  • 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
Assets supported

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

  • GDPR
  • SOC 2
  • Type 2
Whitelabel

  • No

  • Enterprise Compliance
  • Enterprise Tasks
  • Document Standardization
  • Communication and Meetings

  • Connect every person in the network
  • System of Internal Control
  • System of Records
  • Succession Process

Customizable to accommodate the operational needs of any type of entity, asset or liability


GDPR


Yes

Technology
Type Of Software

  • SaaS
Security

  • 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
Ecosystem

  • Linux
Integrations

  • Quick Books Online
  • Google Drive
  • Google Suite
Mobile App

  • Yes

  • Serviced Software
  • SAAS
  • Fully Standalone

  • Data encrypted in transit and at rest
  • Advanced Encryption Standard 256 (AES 256)
  • Segregating information using multi-tiered physical and logical separation
  • Complete spectrum of role-based access controls
  • Multi-Factor Authentication
  • Industry standard deployment orchestration tools

AWS


Limited integrations


No

Simple solutions for complex times.