Flexible pricing plans

Compare our plans

Complete

Advanced

Enterprise

Complete

Advanced

Enterprise

Additional 1 Workspace Charge

N/A

$100

Complete

$100

Advanced

Enterprise

Workspace management

Number of Workspaces

3

10

Negotiated

Additional 1 Workspace Charge

$100

$100

Workspace management

Number of Workspaces

3

10

Negotiated

Additional 1 Workspace Charge

$100

$100

AI Features

AI Text Editing Assistant

AI AutoFill Assistants

AI Features

AI Text Editing Assistant

AI AutoFill Assistants

Decisions Management

Approval Workflows

Accounting Item (Bills, Reimbursements, AP Approvals, Etc)

Decisions Management

Approval Workflows

Accounting Item (Bills, Reimbursements, AP Approvals, Etc)

Objects Management

Number of Objects Items

Unlimited

Unlimited

Unlimited

Objects/Catalog Management

Objects Management

Number of Objects Items

Unlimited

Unlimited

Unlimited

Objects/Catalog Management

Task Management

Task Management

Task Management

Task Management

Custom Fields (Across All Features)

Custom Fields

With limits

Custom Fields (Across All Features)

Custom Fields

With limits

Mobile

IOS and Android Companion App

Mobile

IOS and Android Companion App

Integrations

Accounting Integration into QB, Sage

Accounting Integration into Bill.com

Addepar Integrations

Calendar Sync (Outlook, Exchange, Google)

Cloud Drive Integration (GDrive, OneDrive)

Integrations

Accounting Integration into QB, Sage

Accounting Integration into Bill.com

Addepar Integrations

Calendar Sync (Outlook, Exchange, Google)

Cloud Drive Integration (GDrive, OneDrive)

Email In

Email in for Tasks, Bills, Objects, Documents

Email In

Email in for Tasks, Bills, Objects, Documents

Admin and Access

Apple/Google/Microsoft Signon (Social)

Full Auth0/Custom IDP SSO

Integration with External Compliance Tools

Admin and Access

Apple/Google/Microsoft Signon (Social)

Full Auth0/Custom IDP SSO

Integration with External Compliance Tools

Support & Onboarding

24/7 Help Center access

Personalized Onboarding Plan

Paid Upgrade

Paid Upgrade

Zendesk On-Demand Support

Support & Onboarding

24/7 Help Center access

Personalized Onboarding Plan

Paid Upgrade

Paid Upgrade

Zendesk On-Demand Support

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.

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.

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.

Ready to transform your client service?

Make work easier. Make clients happier. Make your practice stronger.

Frequently asked questions

Frequently asked questions

Frequently asked questions

How does annual billing work?
Icon
Icon
How does annual billing work?
Icon
Icon
How does annual billing work?
Icon
Icon
What are external collaborators?
Icon
Icon
What are external collaborators?
Icon
Icon
What are external collaborators?
Icon
Icon
What happens if I need more workspaces?
Icon
Icon
What happens if I need more workspaces?
Icon
Icon
What happens if I need more workspaces?
Icon
Icon
How is storage billed?
Icon
Icon
How is storage billed?
Icon
Icon
How is storage billed?
Icon
Icon

Ready to transform your client service?

Make work easier. Make clients happier. Make your practice stronger.

The unified command center for delivering and tracking premium client experiences

The unified command center for delivering and tracking premium client experiences

The unified command center for delivering and tracking premium client experiences