iPaladin is
Our closed system provides military grade security for the business of generational wealth management at scale.
Experience a secure platform where all actions, documents, messages and more are stored out of the reach of exterior threats and permission settings allow you to control what can be seen or done by users across your network.
Bringing the multitude of owners, entities, assets, advisors, transactions, reporting, compliance, deadlines and decisions into iPaladin provides the opportunity to easily manage even the most complex family office network from one platform.
The structure of every family office is unique, so we built iPaladin to be intuitive and flexible which, gives users the ability to define the blueprints of how they want every detail of the family office to be managed.
All processes, approvals or compliance tasks can be executed within the system using custom automated workflows to ensure accuracy.
Through personalized dashboards, automation and step-by-step process guided workflows, iPaladin lowers the amount of time spent progressing work across internal and external roles.
Allowing team members to focus on what is most important, adding client value and building relationships.
One platform to manage it all. iPaladin provides a singular source of truth by linking necessary data to processes, increasing transparency and collaboration, all while keeping finance, investments, tax, law, administration, lifestyle and family governance in one secure platform.
That’s why having a digital platform that supports customization and provides a truly turnkey solution for your family office’s operational needs is essential. iPaladin was designed and built by family office professionals explicitly for family offices. No other system is designed to answer the needs of this complex and growing industry like iPaladin.
How It Works
Complex family offices often comprise thousands of individuals, professionals, assets, liabilities, trusts, documents of all types, and so much more. iPaladin brings these various elements together into an organized system within one secure platform. Providing a clear understanding of the entirety of the family office.
Entities, people & key advisors
Easily create an interactive map of single or multi-family offices by defining each unique wealth owner, entity, trust, asset, family members and more. Giving you a full view of the entire wealth ecosystem.
Workflows & processes
Blueprint unique automated processes for each family office to ensure best practices and compliance are followed at every step. Operational rulesets ensure order and consistency while improving efficiency and lowering risk.
Key Dashboards
Manage the business at-a-glance by having all the right information in one place. Users save time by having all assigned tasks, messages, and calendars on one personalized dashboard.
Data, contracts, documents & more
iPaladin’s Document SmartRecords system makes categorizing and archiving important information from multiple sources easy. Each document is then mapped and attached to relevant tasks, users and entities.
Review, comment, approve
The cloud-based platform makes it easy for everyone to stay on the same page as work progresses from anywhere in the world.
In under 15mins you’ll see how iPaladin will modernize and streamline your single or multi-family office.
Learn MoreEntities, people & key advisors
Easily create an interactive map of single or multi-family offices by defining each unique wealth owner, entity, trust, asset, family members and more. Giving you a full view of the entire wealth ecosystem.
Data, contracts, documents & more
iPaladin’s Document SmartRecords system makes categorizing and archiving important information from multiple sources easy. Each document is then mapped and attached to relevant tasks, users and entities.
Workflows & processes
Blueprint unique automated processes for each family office to ensure best practices and compliance are followed at every step. Operational rulesets ensure order and consistency while improving efficiency and lowering risk.
Review, comment, approve
The cloud-based platform makes it easy for everyone to stay on the same page as work progresses from anywhere in the world.
Key Dashboards
Manage the business at-a-glance by having all the right information in one place. Users save time by having all assigned tasks, messages, and calendars on one personalized dashboard.
In under 15mins you’ll see how iPaladin will modernize and streamline your single or multi-family office.
Learn More
iPaladin is the platinum-standard of digital family office operating systems.
It is purposefully designed to be the one platform above all, that; removes inefficiencies, lowers risk, improves compliance and provides a solution built specifically for the management of complex single & multi family offices.
Family Office Minded
Built specifically for complex multi family office management.
Legacy of Success
10+ Years of in-market experience
Technology Driven
Multiple patents held and additional patents pending
Client Focused
Our partners and their clients are our highest priority