sign iniPaladin vs Trusted Family Comparison
You are looking for alternatives to iPaladin. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
iPaladin
Category
Governance
iPaladin's Digital Family Office is a USA-based blockchain platform designed for family office professionals to orchestrate people, services, documents and activity. Family offices are able to save time, money and stress through a birds eye view platform that allows them to track past, understand present and anticipate future.
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Trusted Family
Category
Governance
Belgium's Trusted Family platform serves global family businesses with a single, secure and centralized governance platform, enabling directors, shareholders and family members to connect anytime, anywhere. Founded by two next-generation entrepreneurs from European business families, the company leverages a decade of industry expertise.
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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
Avg. AUM per client
-
11-50
-
2007
- Owned by management
- Clients are also owners
Belgium
- Brussels
- London
- New York
- United States of America
- United Kingdom
- France
- Belgium
- Switzerland
-
-
Client
Focus
Single family offices
Serves also
- Individual Wealth Owners
- Multi-Family Offices
- Financial advisors
- Banks
Number
50+
Single-Family Offices
- Single-Family Offices
- Multi-Family Offices
- Individual Wealth Owner
- Banks
- 145 clients
- +5000 users
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
- Governance
- Stakeholder Communication & Collaboration
- Document Management
- Board Management
- Meetings & Events Management
- Document Management
- Electronic Signatures & Workflows
- Secure Communication & Collaboration
- Audit Trails & Analytics
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
GDPR
Yes
Technology
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
SaaS
- 24×7 monitoring
- Denial of Service protection
- Web Application Firewalls
- Virus and Malware scanning
- Automated Patch Management
- Data Encryption at Rest
- Cloud based redundancy including backups
- Strictly controlled access protocols
- 24×7 surveillance and monitoring
- Two-factor authentication requirements
Custom-built
- Calendar
- Outlook
- Calendar
- Apple Calendar
Yes