What We Provide


Simple, familiar Interface

Familiar but innovative, the iPaladin system was designed to be universally understood. embraced and onboarded to the wide range of professionals involved in the business of wealth management.


Purposeful Design

Designed with the family office at heart, iPaladin was built with the business of 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.


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.


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.


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.


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.


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.


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