Governance

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Results: 11

Trusted Family Trusted Family

Belgium
Advisors, Artificial Intelligence, Client Portal, Engagement Platform, Governance, Security & Risk, Technology provider
Mobile AppOther ServicesTransparency

Trusted Family is the leading digital platform for family businesses and offices, designed to secure sensitive information, streamline communication and facilitate decision-making.

DiliTrust DiliTrust

France
Artificial Intelligence, Compliance
AI PoweredMobile AppProven Agility

All-in-One Suite for all Your Corporate and Legal Activities

Total Family Management Total Family Management

United States of America
Governance
Governance

TFM provides scalable family governance solutions, combining expert coaching with innovative software for a tailored virtual coaching experience for families.

SideDrawer

Canada
Governance

SideDrawer develops an online life planning platform intended to organise and share personal and family information and important contacts related to banking, investing and estate.

FutureVault

Canada
Governance

FutureVault is a digital vault and secure document exchange solution helping institutions and firms digitise their business, transform document handling, and improve the digital client experience.

Entole

United States of America
Compliance, Governance
CommunicationGovernanceReporting

Entole is a modular command centre that centralises and simplifies all private capital functions.

iPaladin

United States of America
Compliance, CRM, Governance, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsOther Services

iPaladin’s Digital Family Office is a blockchain platform to orchestrate people, services, documents and activity, as one source of truth, for the modern family office.

Diligent

United States of America
Governance, Portfolio Management

Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.

Dasseti (formerly Diligend)

United States of America
CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management
Ability to WhitelabelMobile App

Streamlining fund due diligence and monitoring processes through digitization and automation. Structuring and centralising data. Facilitating analysis. Enabling collaboration.

Way2B1

United States of America
Accounting, Governance
Mobile App

Our mission is to enable Family Offices to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other.

ORCA

Switzerland
Compliance, Consolidated Reporting, Data Aggregation, Governance
Ability to Whitelabel

Meet ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.