No more file folders on various servers.
No more duplicative, misplaced, mislabeled files.
With hundreds of thousands of files and documents created each year, family office document management is vital.
That's why we created the patented technology exclusively available in iPaladin, Document SmartRecords.
Now documents are universally curated, automatically named, organized and secured, plus they are directly linked to necessary tasks, calendar events, family members, partners, projects and more.
Document storage made intuitive.
Documents are now available to everyone that needs them without the use of server based file folders or desktop shortcuts.
Process and documents brought together.
By linking documents to related process workflows, people, and calendar events, your team gains full transparency and increases understanding and efficiency.
organization and naming.
iPaladin's intake process allows for the classification and assignment of documents which guides the naming convention and effective organization.
Secure communication and collaboration.
Never expose your sensitive information to a third-party email or messenger app again. An added bonus of the Document SmartRecords system within iPaladin is the ability to securely collaborate, share, and communicate with family and team members within the platform.
SFOs can scale faster because their files are easily understandable by staff, boosting their abilities. The system organizes and labels documents with clear attributes that frame their importance and role in managing the family’s wealth.