Way2B1 vs Trusted Family 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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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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Company
Employees

  • 11-50

Revenue

–

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


-


2007


  • Owned by management
  • Clients are also owners


Belgium


  • Brussels
  • London
  • New York


  • United States of America
  • United Kingdom
  • France
  • Belgium
  • Switzerland


-


-

Client
Focus

  • Single-family offices

Serves also

  • Individual wealth owners
  • Banks

Number

-


Single family offices


  • Multi-family offices
  • Individual wealth owner
  • Banks


  • 145 clients
  • +5000 users

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


  • Governance
  • Stakeholder communication & Collaboration
  • Document management
  • Board management


  • Meetings & events management
  • Document management
  • Electronic signatures & workflows
  • Secure communication & collaboration
  • Audit trails & analytics


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


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


SaaS


  • 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


  • Custom-built


  • Google
  • Calendar
  • Outlook
  • Calendar
  • Apple Calendar


Yes