Are you audit ready?

The IRS is Upping Their Game with AI: Is Your Family Office Tech-Stacked Ready?

The landscape of data security and compliance for family offices has just entered a new era, driven by the IRS's formidable $80 billion funding allocation, a significant portion of which is aimed at high-net-worth portfolios.

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"iPaladin is way more than a project management software. It really has changed everything for the better."

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