The End of File Storage

Why SmartRecords Replace Document Management in Family Offices

The Document SmartRecords Advantage

Our patented technical differentiators make Document SmartRecords unique—from our record-to-record relationship logic to embedded governance workflows.

SmartRecords are rooted in real-world challenges. They go beyond folders and file names, providing dynamic infrastructure to support long-term trust, institutional memory, and operational clarity.

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Process and documents brought together.

Document SmartRecords enrich the knowledge value of information for Users - allowing them to see all places a Document is relevant without having to sort through multiple inboxes, calendars, and spreadsheets for history. When documents and operations are tracked in separate tools, users have no natural audit trails of their work to automate documentation.

“It’s one thing to digitize a document, but then where do you put it? And how do you find it? With a paper file, you could flip through and find what you’re looking for, but with a digital file, if you didn’t tag it properly 20 years ago, it’s hard to find now.”

Rob Raich, President & CIO of a 6th Gen Family Office

Automated logical
organization and naming.

iPaladin's intake process allows for the classification and assignment of documents which guides the naming convention and effective organization.

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One document. It’s that simple.

Now you no longer need to save documents in multiple relevant file folders. Using Document SmartRecords means one document can be accessed and made available in multiple places.

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Secure communication and collaboration.

Never expose your sensitive information to a third-party email or messenger app again. With iPaladin, you can securely collaborate, share, and communicate with family and team members without leaving the platform.

What Family Offices Really Want Document Systems to Do:

Help them ensure that their decisions, processes, and compliance are visible, provable, and preserved—even when key staff members change, even years later. They want tools fit for the job they perform.

When you onboard using Document SmartRecords you gain a full audit of your documents & files by our Professional Services team. On average our customers see that many of their documents are duplicative or missing entirely.