iPaladin | The Digital Family Office
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Insights from The 2019 Family Wealth Alliance WealthTech Symposium Part 2: How Family Office Firms Benefit From Andvanced Technology

07.16.2019

At The 2019 Family Wealth Alliance WealthTech Symposium, I was asked to provide my insights on the future of WealthTech and ten years of experience using advanced technology that enhances the human touch of professional family office services. This is part two of our three-week series sharing our perspective on the questions posed at the event. If you missed week one, you can find it here

An Interview with a Senior Tax Manager on her First 30 Days with iPaladin’s Digital Family Office - Part 2

07.12.2019

Becky Matthew is a CPA with over 12 years of experience in both public and private accounting. We interviewed Matthew to learn more about the impact of working within iPaladin during her first month of her employment with a multi-family office, and how she used the platform to quickly become a productive member of the team.

An Interview with a Senior Tax Manager on her First 30 Days with iPaladin’s Digital Family Office - Part 1

06.26.2019

Becky Matthew is a CPA with over 12 years of experience in both public and private accounting. We interviewed Matthew to learn more about the impact of working within iPaladin during her first month of her employment with a multi-family office, and how she used the platform to quickly become a productive member of the team.

Insights from The 2019 Family Wealth Alliance WealthTech Symposium Part 1: The Effects of Changing Tech on Family Office Firms

06.19.2019

At The 2019 Family Wealth Alliance WealthTech Symposium I was asked to provide my insights on the future of WealthTech and ten years of experience using advanced technology that enhances the human touch of professional family office services. For the next three weeks,we’ll be sharing our perspective on the questions posed at the event..

Should we innovate? How a customized approach to tech can leave your family office poised for scalable growth.

06.12.2019

Because family offices are each unique in their culture, structure and business processes, digital family office platforms must be agile, flexible and hyper-customizable. A digital family office solution that customizes to your needs is not a perk, it’s an imperative to maintaining relevancy and scalable growth as a family office.

Zeroing out inefficiency: modernizing your digital family office

05.23.2019

Whether we are aware of it or not, we are spending too much of our time seeking context. No office today can quantify these costs, but we all intuitively know the amount is too high. Adopting a system that automates context into records and actions will decrease stress, increase agility to deploy capital and exceed family expectations.

Blockchain Is The Next Evolution Of Digital Record Keeping

04.22.2019

In the realm of record-keeping, digitization has both helped and hindered the day-to-day lives of those of us who can broadly be described “knowledge workers,” or people who manage and develop knowledge for a living: Asset Managers, CPAs, lawyers, accountants, bankers, for example. Today, knowledge workers are dealing with information that’s scattered throughout multiple disparate systems.

Why Blockchain Can Transform Your Family Office

04.01.2019

Blockchain’s greatest benefit isn’t the power of the technology itself, but rather, the power it gives to the people who use it. While the technological capabilities of blockchain are certainly vast, the real advantages are the efficiencies it brings to each participant, from the boardroom to the mailroom; blockchain effectively empowers everyone using it to focus on higher-level work.

Complex Private Wealth Management Needs Blockchain

03.05.2019

Over the past 20 years, I’ve served in various roles within the wealth management industry. In that time, I’ve seen that the most prevalent problems in the industry are the lack of access to information, followed by breakdowns in communication, followed by inadequate records to calm heightened levels of concern.

Complex private wealth management requires the services of many people with different roles

Technology Should Help Knowledge Workers Not Hinder Them

02.06.2019

In theory, digitization over the last 25 years has reduced the amount of time it takes for knowledge workers to perform their work. In reality, that’s not always the case. Let’s consider the history of information documentation and how technology, until now, has failed to measure up.