Unified decision and approval platform built for family office service teams.
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:
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.
Strengths. 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.
We've doubled our client base while maintaining the same team size, and our service quality has never been better.
On Way2B1, from a family-office user
Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA).
24/7 help center access, Zendesk on-demand support, dedicated support representative on Advanced plan
Personalized onboarding plan available on Advanced and Enterprise plans; paid upgrade on Complete plan