data ownership privacy

Grow Your Legacy With iPaladin

Grow Your Legacy With iPaladin

In this video, we showcase how iPaladin helps family offices take control of the ever-increasing complexity of private wealth and how our digital family office operating system allows you to maintain and grow your legacy.
READ MORE
iPaladin's Commitment to Military-Grade Cybersecurity Protocols

iPaladin's Commitment to Military-Grade Cybersecurity Protocols

This white paper dives into a detailed explanation of the commitment that iPaladin has made to ensure the security of our client's most valuable resource, their data.
READ MORE
iPaladin Video Series: Why iPaladin

iPaladin Video Series: Why iPaladin

In this video, you'll hear from family office professionals and founders about why they have selected iPaladin as their family office operating system.
READ MORE
iPaladin Video Series: Control, Knowledge and Value

iPaladin Video Series: Control, Knowledge and Value

In this video, you'll hear from a range of family office professionals explain how they utilize iPaladin as the foundational tool for running their family offices.
READ MORE
iPaladin: The Digital Family Office

iPaladin: The Digital Family Office

iPaladin's Digital Family Office (DFO) allows management information and operational knowledge to be captured, shared, and evolved in a single, immutable platform for an unrivaled level of transparency, control, and empowerment.
READ MORE
Ensuring Wealth Ownership and Life Recovery With a Comprehensive Data Protection Strategy

Ensuring Wealth Ownership and Life Recovery With a Comprehensive Data Protection Strategy

Interview with Jennifer Ayers. Jennifer Ayers, COO of Private Office, shares her InfoSec insights and the latest trends she sees on the rise. She is a 20-year cybersecurity industry veteran with extensive experience protecting organizations against sophisticated cybersecurity threats and data breaches, including COO at DNS Filter, Vice President of Overwatch and Security Response at CrowdStrike.
READ MORE
The Myth of Total Integration: Why Microsoft 365 Can’t Match iPaladin’s Unified Platform

The Myth of Total Integration: Why Microsoft 365 Can’t Match iPaladin’s Unified Platform

Microsoft 365 is widely used for daily business operations, but it falls short in meeting the unique needs of a family office.
READ MORE
Navigating the Digital Landscape of Family Office Operations: Microsoft Office 365 and iPaladin

Navigating the Digital Landscape of Family Office Operations: Microsoft Office 365 and iPaladin

iPaladin is a comprehensive digital operating system designed for family offices, offering an interconnected platform to efficiently manage complex wealth operations.
READ MORE
3 Stories That Explain Why Complex Private Wealth Management Needs Blockchain

3 Stories That Explain Why Complex Private Wealth Management Needs Blockchain

The wealth management industry has grappled with issues like limited access to information, communication breakdowns, and inadequate records, especially in complex private wealth management scenarios involving various professionals and roles.
READ MORE
Blockchain is The Next Evolution of Digital Record-Keeping

Blockchain is The Next Evolution of Digital Record-Keeping

Digitization has both aided and hindered knowledge workers, including asset managers, CPAs, lawyers, accountants, and bankers.
READ MORE
A Wealth of Data

A Wealth of Data

The article highlights the often underestimated importance of treating wealth management as a data management challenge for affluent families.
READ MORE
"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