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What is iPaladin?

iPaladin serves as a secure, cloud-based digital family office solution that adeptly manages both single-family and multi-family offices amid the complexities of modern finance. Its robust architecture employs military-grade, zero-trust security measures to ensure that documents, communications, actions, and user permissions are meticulously regulated and protected. With the unique SmartRecords technology, iPaladin unifies document management and service workflows into an integrated platform, which includes dynamic governance protocols, links to various entities or tasks, and immutable audit trails reminiscent of blockchain. The system offers more than 150 pre-configured process templates, referred to as Services SmartRecords, which streamline the automation of routine tasks like compliance, tax handling, trust administration, and scheduling, thereby enhancing accuracy and the management of essential operations. Furthermore, users can design customized workflows and dashboards to better organize the interactions among entities, individuals, and assets while simplifying project task automation and bolstering communication among all stakeholders. This all-encompassing strategy not only boosts operational efficiency but also fosters increased collaboration within family offices, ultimately leading to better decision-making and strategic planning.

What is Auria?

Auria is a modern wealth-management platform designed for ultra-high-net-worth families, single-family offices, multi-family offices, and their financial advisors. By combining essential features such as portfolio management, performance tracking, client relationship management (CRM), secure document storage, data aggregation, and a multi-entity overview into one cohesive interface, it allows organizations to consolidate asset information from various sources, including public markets, private equity, real estate, art, collectibles, loans, and liabilities. This functionality creates a comprehensive "family view" that transcends generations and multiple entities. The platform includes a "Wealth Blueprint" feature that maps out complex ownership structures, trusts, and family businesses, while its advanced reporting engine supports tailored reports and a versatile client portal. Additionally, Auria's CRM and workflow tools facilitate the management of notes, tasks, and interactions within a single system. Aiming to replace outdated spreadsheet methods and fragmented technological systems, Auria is dedicated to improving scalability, transparency, and the integration of diverse data sources, ultimately giving families a more profound insight into their wealth. Furthermore, the platform's intuitive design ensures accessibility for users with varying levels of familiarity with sophisticated financial systems, making it a practical choice for managing family wealth effectively. This approach not only streamlines financial management but also fosters an environment where families can collaboratively engage in wealth planning.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

iPaladin

Date Founded

2008

Company Location

United States

Company Website

www.ipaladin.com

Company Facts

Organization Name

Auria

Company Location

United States

Company Website

auriaplatform.com

Categories and Features

Categories and Features

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