Family Office Client Service Powered by Technology

Isn’t it time for the sustainable value of a family office powered by the right technology?

Client service powered by technology

No one understands better than you do that the right technology is crucial for a modern, secure and sustainable family office to keep up with the demands and interests of each generation. This digital need is a key component in keeping family office and external advisors in concert with one another to present cohesive solutions -- and they’re looking to you to deliver the advanced technology that can make that happen. The right solution provides the perspective needed for strategic oversight, combined with real-time context to help guide your leadership of family sustainability. It’s time to harness an interface that simplifies your oversight of the complex family office ecosystem by giving you architectural control in scaling all roles and functions, internal or external, and allows you to conveniently review communications in context with the relevant documents, meetings, and transactions integral to the family office work.

The risk of antiquated systems

You wisely know that digital strategy and innovation are impossible if your office is held back with antiquated systems and manual processes. In the family office, the single most valuable resource is its people. The critical knowledge work of processing and integrating information and then determining and executing next steps is continually interrupted by the constant flow of unstructured communication and requests for source documents, agreements, and contracts among multiple systems and desktops. Worse still, the cost and impact of this cognitive disruption on the scale and effectiveness of the family office are difficult to quantify. But, how do you know it’s the right time to make the considerable investment of time and money into digitizing the family office?

The power of the Digital Family Office™

Engaging the right technology partner to digitize your family office services is a critical decision. Because every family office is different, we customize each implementation with a thoughtful strategy to effectively manage the positive and negative disruption this progress will bring. We’ll leverage our decade of Digital Family Office™ experience to help you develop your unique conversion plan with an appropriate timeline and ROI metrics to measure outcomes. We will help you assess the benefits of well-crafted Digital Family Office™ ecosystem that structures and synchronizes all human-curated services. Our Digital Office platform will allow your team to focus relentlessly on activities that create sustainable value, with the confidence that comes from working with contextual information and clear expectations designed to optimize action and operational leverage.

Get in touch

iPaladin welcomes your contact. We look forward to learning about your family office and being a valuable partner in transforming your business.