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.

The worst thing we can do is to do nothing.

The business world, and the culture of the future generations in our family offices, is increasingly digital. Employing the right technology isn’t about being cutting-edge or plussing our offerings, it’s critical to avoiding being left behind. The question should not be whether or not to innovate, but how to engage the right flexible and customizable technology solution to support your SFO or MFO’s unique business processes.

The balance between tech and our personal touch.

Family office ecosystems breed accountability; the players, both internal and external, are highly involved and, in most cases, personally and professionally invested. This accountability is part of why family offices often naturally provide a high quality customer service experience to their clients. As our businesses scale and future generations are incorporated, so grows the complexity of communication and need for digital support to reduce inefficient communication and to maintain judicious accountability. The right solution should remove fragmentation with context and increase time for value-added services for which family offices are known to excel. In short: the right technology and the innate strengths of a family office professional are a powerful combination.

Why digital solutions must be flexible.

Because family offices are each unique in their culture, structure and business processes, digital family office platforms must be agile, flexible and hyper-customizable.

An iPaladin user recently shared a success story. Their office just onboarded a new Tax Manager with several years of single family office experience. On her first day, she was provided with a short introduction to the work assigned to her in iPaladin and, a few hours later, was left to get started working. She expressed surprise over her ability to leverage the prior work of the team, chronologically tracking completed tasks with all the related information, communications and actions contextually organized. She was able to quickly discern what happened, what needed to be done and to get it done. A few days later she shared with the team that she is now a true iPaladin convert. She admitted doubt up front, but, afterwards, was in amazement that she completed in a few hours what would have taken her over 90 days to complete in her prior family office.

Is your current process allowing your people to do their best work, providing a frictionless experience to your clients? Is your technology agile enough to support your growth and allowing for scale?

For offices who are willing to adapt, the future is bright.

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. At iPaladin, we believe that family offices are inherently poised for success as they are deeply attuned to their internal and external stakeholders and able to apply technology to their unique business objectives. That’s why we created iPaladin to be infinitely configurable and contextualized, increasing your control over your workflow and messaging, and reducing inefficiency to almost zero.

Are you ready to scale? We’re ready to help you onboard and utilize our revolutionary digital family office solution, iPaladin, a single, hyper-customizable interface for modern family offices. Let’s get started.