- Secure centralized content management
- Improves task initiation, logging and transparency
- Cohesively connects decision-makers and information
- Enhances administration and compliance
- Provides strategic oversight and insight
- Dramatically improves succession transitions
Today’s families and advisors are struggling to manage and track multiple wealth-related entities, critical documents, workflow and compliance, all of which are floating between multiple offices, email, calendars, spreadsheets and other systems. The next generation will not be able to aggregate these disparate pieces.
iPaladin ends this struggle by giving family members and family office professionals access to what they need, when they need it to ensure that everything is done and has a complete legacy record. The aggregated record infuses each generation’s knowledge into the next.
Transforming the Family Office to Digital Efficiency
iPaladin enhances family office performance and value for all stakeholders.
Transparency that includes each generation when they are ready to participate
Single source of efficient access and control for professional and family knowledge
Comprehensively includes valued advisors for improved collaboration and strategic planning
"The architectural foundation of iPaladin is anchored in the fundamentals of law and tax. That's why iPaladin feels so familiar and intuitive to the professionals who use it to manage the family office. It works the way we work."
Jill N. Creager, JD – iPaladin Founder and CEO