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IPaladin, family office software, portfolio management software, consolidated reporting software

iPaladin

Category
Governance
HQ
United States of America

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.

iPaladin’s Digital Family Office is a new information architecture specifically designed for family office professionals who need a centralized system to collaborate while relying on one source of truth. Battle-tested for over 10 years, iPaladin uses distributed ledger technology to introduce new control standards for virtual collaborative work inside a military-grade encrypted cloud environment. You will have a bird’s eye view to track the past, understand the present and prepare for for the future in a way that saves time, money and stress at every stage of growing the family’s legacy.

What sets iPaladin apart?

“Increasing private wealth governance, security and sustainability is our top priority. iPaladin will equip, organize and structure your office to take control of the future and grow your legacy!”

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+

References

Two references available upon request.

Request References

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 List
Technology

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

Access a detailed overview of the world's leading service providers.

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Simple solutions for complex times.