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
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


  • Google
  • Calendar
  • Outlook
  • Calendar
  • Apple Calendar


Yes

Simple solutions for complex times.