9.26.2023

iPaladin Video Series: Legacy Protection

In this video, you'll hear from multiple family office professionals speaking about why they have chosen iPaladin as the universal operating system for their family offices.

Download PDF

Explore more content

Family Office Workflow Automation: Ending the Era of Failed Systems

READ MORE

What Family Office Leaders are Saying About the Corporate Transparency Act

READ MORE

How Third Lake's Family Offices Solved the Document Management Problem with iPaladin and Canoe

READ MORE

"iPaladin is way more than a project management software. It really has changed everything for the better."

2022, Brad S., MFO Founder/CEO

"When we started using iPaladin we actually found a handful of errors that the previous teams didn't catch."

2022, Susan L., Principal Accounting Advisor

"Our team loves the way the system is designed. It's really simple and not overly decorative, it's straightforward and familiar."

2021, Tebbi P., SFO Office Leader

"iPaladin is way more than a project management software. It really has changed everything for the better."

2019, Scott W. SFO Executive

"iPaladin has helped us automate our everyday work and we've gained about 30-40% more time because everyone is on the same page from the beginning."

2021, James K., Partner MFO Business Leader