Trusted 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
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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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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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Company
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

  • Google
  • 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

Simple solutions for complex times.