sign inTrusted Family vs iPaladin Comparison
You are looking for alternatives to Trusted Family. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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.
Read more
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.
Read moreCompany
Employees
11-50
Revenue
-
Founded
2007
Ownership
- Owned by management
- Clients are also owners
Incorporated
Belgium
Locations
- Brussels
- London
- New York
Top 5 Markets
- United States of America
- United Kingdom
- France
- Belgium
- Switzerland
Total AUM
-
Avg. AUM per client
-
11-50
$1 million+
2010
- Owned by management
- Key staff also have ownership
- Clients are also owners
United States
Tampa
- United States of America
- Canada
- Mexico
- Bahamas
-
Client
Focus
Single-Family Offices
Serves also
- Single-Family Offices
- Multi-Family Offices
- Individual Wealth Owner
- Banks
Number
- 145 clients
- +5000 users
Single family offices
- Individual Wealth Owners
- Multi-Family Offices
- Financial advisors
- Banks
50+
Product
Main tasks
- Governance
- Stakeholder Communication & Collaboration
- Document Management
- Board Management
Top features
- Meetings & Events Management
- Document Management
- Electronic Signatures & Workflows
- Secure Communication & Collaboration
- Audit Trails & Analytics
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
GDPR
Whitelabel
Yes
- Enterprise Compliance
- Enterprise Tasks
- Document Standardization
- Communication and Meetings
- Connect every person in the network
- System of Internal Control
- System of Records
- Succession Process
Customizable to accommodate the operational needs of any type of entity, asset or liability
GDPR
Yes
Technology
Type Of Software
SaaS
Security
- 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
Ecosystem
Custom-built
Integrations
- Calendar
- Outlook
- Calendar
- Apple Calendar
Mobile App
Yes
- Serviced Software
- SAAS
- Fully Standalone
- 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
AWS
Limited integrations
No