Your challenges
Can you afford to miss critical details?
Stop letting scattered systems hold you back from delivering the premium service your clients deserve.
Risk of missing what matters
With information scattered across multiple systems, it's impossible to track everything. One missed detail could impact major decisions and client relationships.
Incomplete context
Making high-stakes decisions without complete context leaves you vulnerable. You need all relevant history, approvals, and documentation instantly accessible to protect your clients and your reputation.
Showcase your team's worth
Your team delivers exceptional service daily, but clients have short memories. Without a systematic way to showcase your impact, you're constantly re-proving your worth.
How we solve problems
Tailored solutions for every challenge
Our systematic approach ensures that every challenge is met with expertise, precision, and measurable results.
Never miss a beat
Track every detail automatically with smart alerts and connected workflows that ensure nothing slips through the cracks.
Complete context instantly
Access the full history, documentation, and relationships behind every decision with just one click.
Showcase your team's impact
Show clients your value with comprehensive service tracking and reporting that highlights your team's excellence.
Features that matter
Everything you need, all in one place
Way2B1 brings your entire workflow together, making it easier to collaborate and deliver outstanding service.
Document & data management
Secure cloud storage for static documents with version control.
Document & data management
Secure cloud storage for static documents with version control.
Document & data management
Secure cloud storage for static documents with version control.
Mobile access for quick responses on the go
Mobile access for quick responses on the go
Mobile access for quick responses on the go
Compliant by design
Built-in approval workflows for seamless tracking.
When decision is submitted
This workflow initiates when the decision is submitted
Apply workflow to
Specific client
Select client(s)
Ronald Richards
Workflow conditions
This workflow will start if these conditions are met:
Category:
Investments
Travel
Accounting
Type:
Fund Investment Decisions
Workspace:
S
Smith Family
Invoice approval
Approver(s):
BC
MD
JS
Approval type:
Percentage: 50% (4 approvers)
Access level:
Full access
Additional requirements:
Requires a comment
Compliant by design
Built-in approval workflows for seamless tracking.
Compliant by design
Built-in approval workflows for seamless tracking.
When decision is submitted
This workflow initiates when the decision is submitted
Apply workflow to
Specific client
Select client(s)
Ronald Richards
Workflow conditions
This workflow will start if these conditions are met:
Category:
Investments
Travel
Accounting
Type:
Fund Investment Decisions
Workspace:
S
Smith Family
Invoice approval
Approver(s):
BC
MD
JS
Approval type:
Percentage: 50% (4 approvers)
Access level:
Full access
Additional requirements:
Requires a comment
Automated task scheduling and assignment tracking
Automated task scheduling and assignment tracking
Automated task scheduling and assignment tracking
One place for all organizational decisions with complete audit trails and historical context
One place for all organizational decisions with complete audit trails and historical context
One place for all organizational decisions with complete audit trails and historical context
See the difference
Transform your client service with Way2B1
Transform your client service with Way2B1
Before
Frustrated by slow response times
Feeling overwhelmed by scattered information
Hunting through emails for information
After
Approvals in minutes
Peace of mind knowing nothing falls through cracks
Proud to exceed client expectations
"We've doubled our client base while maintaining the same team size, and our service quality has never been better"
Outcomes
Results and metrics
3.1
Hours saved per decision
Teams now compile complete client history in 15 minutes versus an average of 205 minutes, eliminating the frustration of scattered information.
3.1
Hours saved per decision
Teams now compile complete client history in 15 minutes versus an average of 205 minutes, eliminating the frustration of scattered information.
4x
Faster client
response times
Get the answers you need, when you need them. Our partners report cutting client response times from days to hours with streamlined approvals.
4x
Faster client
response times
Get the answers you need, when you need them. Our partners report cutting client response times from days to hours with streamlined approvals.
$1B+
In decisions processed
Partners trust our secure platform to facilitate over $1 billion in critical decisions with clarity and control.
$1B+
In decisions processed
Partners trust our secure platform to facilitate over $1 billion in critical decisions with clarity and control.
87
Net promoter score
Our clients achieve industry-leading client satisfaction through seamless, confident service that builds lasting relationships.
87
Net promoter score
Our clients achieve industry-leading client satisfaction through seamless, confident service that builds lasting relationships.
Your journey to excellence
Three simple steps to better service
Learn the playbook
Learn how to deliver unparalleled service using the same tools trusted by the world’s most successful individuals.
Customize your plan
Adapt proven strategies to your unique needs.
Execute with excellence
Implement your strategies with confidence, backed by a platform trusted by the best.
How we help
Who uses Way2B1?
Who uses Way2B1?
Wealth management
Organize portfolios, streamline decision-making, and keep every stakeholder in sync.
Wealth management
Organize portfolios, streamline decision-making, and keep every stakeholder in sync.
Wealth management
Organize portfolios, streamline decision-making, and keep every stakeholder in sync.
Fleet management
Managing assets like yachts and airplanes comes with unique challenges. Approve maintenance and coordinate trips seamlessly.
Fleet management
Managing assets like yachts and airplanes comes with unique challenges. Approve maintenance and coordinate trips seamlessly.
Fleet management
Managing assets like yachts and airplanes comes with unique challenges. Approve maintenance and coordinate trips seamlessly.
Law firms
Eliminate bottlenecks in legal workflows by streamlining approvals with built-in e-signature capabilities. Never miss an authorization again.
Law firms
Eliminate bottlenecks in legal workflows by streamlining approvals with built-in e-signature capabilities. Never miss an authorization again.
Law firms
Eliminate bottlenecks in legal workflows by streamlining approvals with built-in e-signature capabilities. Never miss an authorization again.
Family offices
Manage approvals, signatures, and asset tracking. Simplify collaboration and ensure every decision is properly documented.
Family offices
Manage approvals, signatures, and asset tracking. Simplify collaboration and ensure every decision is properly documented.
Family offices
Manage approvals, signatures, and asset tracking. Simplify collaboration and ensure every decision is properly documented.
About us
Developed by those who serve the global elite
We've walked in your shoes - juggling assets, coordinating teams, staying compliant. Way2B1 wasn't born in a tech bubble - it came from real experience managing family offices.
Works seamlessly with QuickBooks, Google Drive, and your other essential tools.
Trusted by wealth managers working with the world’s richest families.
Bank-level security with SOC 2 certification.
SOC Certified by AICPA on August 5, 2019
Integrations
Integrate your favorite apps
Use Way2B1's Integrations to unify your operations.
Testimonials
Trusted by leaders who demand excellence
W2B1 empowers organizations to scale seamlessly without adding complexity. Designed to unite teams, streamline operations, and deliver proactive service, our platform is trusted by wealth managers, family offices, and advisors to deliver results that clients notice.
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
Testimonials
Trusted by leaders who demand excellence
W2B1 empowers organizations to scale seamlessly without adding complexity. Designed to unite teams, streamline operations, and deliver proactive service, our platform is trusted by wealth managers, family offices, and advisors to deliver results that clients notice.
"What stood out about Way2B1 was how it united our entire team's expertise in one place."
S.C
Wealth Management Firm
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
"What stood out about Way2B1 was how it united our entire team's expertise in one place."
S.C
Wealth Management Firm
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
"What stood out about Way2B1 was how it united our entire team's expertise in one place."
S.C
Wealth Management Firm
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
"What stood out about Way2B1 was how it united our entire team's expertise in one place."
S.C
Wealth Management Firm
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
Testimonials
Trusted by leaders who demand excellence
W2B1 empowers organizations to scale seamlessly without adding complexity. Designed to unite teams, streamline operations, and deliver proactive service, our platform is trusted by wealth managers, family offices, and advisors to deliver results that clients notice.
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
"Way2B1 unified all asset data, making documentation and schedules instantly accessible."
J.B.
Director of Operations
"Way2B1 created a structured environment where every client interaction, document, and decision is intelligently connected."
M.R.
CEO
"Before W2B1, it was frustrating trying to piece everything together for client requests -- now everything's in one place. Our clients are getting faster answers and better service."
D.P.
Wealth Management Firm
"Keeping track of approvals was a huge headache - whether it was bills, investments, or construction projects. I never felt 100% sure if we had all the right sign-offs. With W2B1, I can see exactly who approved what and when. Takes the stress out of managing complex decisions"
K.L.
Director of Operations
"I used to spend hours digging through emails and systems just to answer basic client questions. W2B1 changed all that - now I can pull up everything I need in seconds. It's made such a difference in how confident I feel handling client calls."
O.M.
Private Wealth Manager
Download mobile app
The Way2B1 app revolutionizes the way families and family offices operate by providing a unified access point to people, services, and knowledge.
App store
Google play
Download mobile app
The Way2B1 app revolutionizes the way families and family offices operate by providing a unified access point to people, services, and knowledge.
App store
Google play
Download the mobile app
The Way2B1 app revolutionizes the way families and family offices operate by providing a unified access point to people, services, and knowledge.
App store
Google play
Frequently asked questions
Frequently asked questions
Frequently asked questions
How does W2B1 integrate with my current systems?
What kind of support is available?
Is my data secure with W2B1?
How does W2B1 integrate with my current systems?
What kind of support is available?
Is my data secure with W2B1?
How does W2B1 integrate with my current systems?
What kind of support is available?
Is my data secure with W2B1?
2025 Way2B1 ™
2025 Way2B1 ™
2025 Way2B1 ™