Way2B1

Way2B1 was built by practitioners who ran family offices before building software for them. The CEO brings 25 years of family office experience, and the Chief of Staff came from private wealth management roles at UBS and Credit Suisse. That origin shapes the product: it is organized around the operational realities of serving ultra-high-net-worth clients across multiple entities, not adapted from a generic project management tool.

The platform addresses a specific problem that compounds over time in family offices: decisions, approvals, documents, and task histories scattered across email threads, shared drives, and disconnected systems. Way2B1 centralizes these into a single audit-trailed environment where every approval, signature, and document is linked to the relevant client, entity, or asset. Key capabilities include:

• Multi-step approval workflows configurable by client, category, and approver percentage thresholds
• Document management with version control and secure cloud storage
• Automated task scheduling with assignment tracking and deadline alerts
• Integration with QuickBooks, Bill.com, Addepar, Google Drive, OneDrive, and calendar platforms
• An AI assistant (LIFEAI) for autofill, content drafting, and enhanced search
• A mobile app for iOS and Android supporting on-the-go approvals

Pricing is publicly disclosed, starting at $499.99 per month for five users on the Complete plan and $999 per month for ten users on the Advanced plan. Enterprise pricing is negotiated. The per-user model means costs scale with team size, which buyers with larger operations should model carefully. Way2B1 also serves fleet management and law firm workflows, so family office teams evaluating it should confirm configuration depth for their specific approval structures and entity complexity before committing.