THE INDUSTRY LEADING FAMILY OFFICE PLATFORM

Powering modern
generational wealth
management.

Plan & implement workflows, improve compliance, store documents and collaborate with clients & partners all from one secure operating system.

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iPaladin windows

iPaladin is

  • Secure

    A closed loop system with military grade security built right in.

  • Comprehensive

    Every thing and everyone working together within one platform.

  • Customizable

    Design unique workflows, develop processes and create dashboards.

  • Efficient

    Save time with automated project templates, search features and scheduling tools.

  • Integrated

    Seamlessly brings together data storage, task management, communication, and reporting.
iPaladin is index

Secure

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.

Secure

Comprehensive

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

Comprehensive

Customizable

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.

Customizable

Efficient

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

Efficient

Integrated

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.

Integrated

See how we revolutionized the business of family office management.

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How It Works

iPaladin brings your entire wealth ecosystem together into one platform to ensure clarity, support collaboration and strengthen governance.

How it works
How it works journey

DEFINE

Entities, people
& key advisors

Easily create an interactive map of single or multi-family offices by defining & indexing each unique wealth owner, entity, trust, asset, family members and more. Giving you a full view of the entire wealth ecosystem.

IMPORT

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.

CREATE

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.

COLLABORATE

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.

MANAGE

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 15 mins you'll see how iPaladin will modernize and streamline your single or multi-family office.

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Our Legacy

OUR LEGACY

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 and multi family offices.

  • Family Office Minded

    Family Office Minded

    Built specifically for complex single & multi-family office management

  • Legacy of Success

    Legacy of success

    10+ Years of in-market experience

  • Technology Driven

    Technology Driven

    Multiple patents held and additional patents pending

  • client focused

    Client Focused

    Our partners and their clients are our highest priority

What We Provide

WORKFLOW

Simple, familiar Interface

Familiar but innovative, the iPaladin system was designed to be universally understood, embraced and onboarded to serve the range of management staff, advisory professionals, family members and clients.

SEAMLESS

Purposeful Design

Designed with the family office at heart, iPaladin was built with the business of family office wealth management at it's core. iPaladin also continues to expand it's feature set so the needs of the future are not out of reach today.

PERSONALIZATION

Unique Customization

The foundation of processes built into the system are devined by the users. Baseline processes can be utilized as templates and evolved with additional steps or compliance being added or removed at any time by authorized team members.

SECURITY

Military-grade Security

The closed systems provide military grade security for the entire network of functions overseen by the family office. Data, documents, messages and more are all stored out of the reach of exterior threats and the permissions settings allow for the sandboxing of advisors, tasks and information.

SERVICES

Client Focused

The iPaladin team wants you and your clients to be confident with the platform. Implementation services are available to help guide you every step of the way during your initial setup. Should questions arise, our 24/7 customer care teams are available.

CONTROL

Peace of Mind

iPaladin believes that families and their advisors should always be in control of their data and of how their office is run.
‍
Data is never shared or sold and by creating consistent standard operating procedures within the system iPaladin can ensure that work is done correctly, and on time every time.

UNDERSTANDING

Better Decisions

iPaladin sits above reporting systems, allowing operational knowledge to be captured, shared and evolved in a single secure space.

At the collaboration level, the family and their advisors can work together free from distraction using a single source of truth.

IMPROVES

Employee Satisfaction

Team members and advisors will enjoy faster onboarding and greater satisfaction with their work due to iPaladin's intuitive system. Provide a safe and secure way of managing work between professionals spread across the world while ensuring tribal knowledge is easily shared.

"I don't have to go to Outlook, then Google Docs, or dig for things on the server anymore. Now I just sign into iPaladin and my whole day happens in the platform, and everything is in there."

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