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

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

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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Company
History

The company was founded in 2008 by Jill Creager.

About the owners and the team

Jill Creager is the Founder and serves as Chief Executive Officer at iPaladin. She is the Founder and serves as Chief Executive Officer at Providence Family Offices. She is the force behind iPaladin and the Digital Family Office business model.


11-50


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2007


  • Owned by management
  • Clients are also owners

Belgium


  • Brussels
  • London
  • New York

  • United States of America
  • United Kingdom
  • France
  • Belgium
  • Switzerland

-


-

Client

Single family offices


  • Multi-family offices
  • Individual wealth owner
  • Banks

  • 145 clients
  • +5000 users
Product

  • 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

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

  • Google
  • Calendar
  • Outlook
  • Calendar
  • Apple Calendar

Yes

Simple solutions for complex times.