Command Your Legacy with iPaladin

Secure A closed loop system with military grade security built right in.

ComprehensiveEvery thing and everyone working together within one platform.

CustomizableDesign unique workflows, develop processes and create dashboards.

EfficientSave time with automated project templates, search features and scheduling tools.

IntegratedSeamlessly brings together data storage, task management, communication, and reporting.

Secure

Our closed system provides military grade security for the business of generational wealth management at scale.

Experience a secure platform where all actions, documents, messages and more are stored out of the reach of exterior threats and permission settings allow you to control what can be seen or done by users across your network.

Comprehensive

Bringing the multitude of owners, entities, assets, advisors, transactions, reporting, compliance, deadlines and decisions into iPaladin provides the opportunity to easily manage even the most complex family office network from one platform.

Customizable

The structure of every family office is unique, so we built iPaladin to be intuitive and flexible which, gives users the ability to define the blueprints of how they want every detail of the family office to be managed.

All processes, approvals or compliance tasks can be executed within the system using custom automated workflows to ensure accuracy.

Efficient

Through personalized dashboards, automation and step-by-step process guided workflows, iPaladin lowers the amount of time spent progressing work across internal and external roles.

Allowing team members to focus on what is most important, adding client value and building relationships.

Integrated

One platform to manage it all. iPaladin provides a singular source of truth by linking necessary data to processes, increasing transparency and collaboration, all while keeping finance, investments, tax, law, administration, lifestyle and family governance in one secure platform.