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Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Company
Facts about the company
Employees
11-50
Revenue
$1 million+
Founded
2010
Ownership
- Owned by management
- Key staff also have ownership
- Clients are also owners
Incorporated
United States
Locations
Tampa
Top 5 Markets
- United States of America
- Canada
- Mexico
- Bahamas
Clients
Facts about the clients
Focus
Single family offices
Serves also
- Individual Wealth Owners
- Multi-Family Offices
- Financial advisors
- Banks
Number
50+
What iPaladin's clients say
"I know everything is getting done but I wanted a bird’s eye view to see and verify without having to ask. Also, we have had a lot of turnover, I want everything digitized so that if one person leaves, the next person step in and train themselves."
3rd Gen Family Office CEO
Product
Get an overview of what this software does.
The basics
Basics about the product
Main tasks
- Enterprise Compliance
- Enterprise Tasks
- Document Standardization
- Communication and Meetings
Top features
- Connect every person in the network
- System of Internal Control
- System of Records
- Succession Process
Assets supported
Customizable to accommodate the operational needs of any type of entity, asset or liability
Compliance
GDPR
Whitelabel
Yes
Download Detailed Feature ListTechnology
Look under the hood
Type Of Software
- Serviced Software
- SAAS
- Fully Standalone
Security
- Data encrypted in transit and at rest
- Advanced Encryption Standard 256 (AES 256)
- Segregating information using multi-tiered physical and logical separation
- Complete spectrum of role-based access controls
- Multi-Factor Authentication
- Industry standard deployment orchestration tools
Ecosystem
AWS
Integrations
Limited integrations
Mobile App
No
Pricing & Co
Learn about the commercials
Cost structure
Contract with annual subscription
Average cost p.a.
- Single family office $30,000
- Multi-family office $75,000
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone, Dedicated contact, In person on site support
Pricing of support
Based on SLA
Onboarding
Implementation time depends upon current level of organization and complexity.
Customisation
The Family Administrator user (not IT) can fully customize the system to accommodate any type of entity, asset or liability regardless of type or jurisdiction.
Added services
Digital Family Office Implementation
