Wealth advisors know their client. The DFO’s patent-protected Collection and SmartRecord infrastructure uses advisory knowledge to put you in control of your wealth.

Each family member, entity, asset and liability is digitally mapped in a Collection workspace. All Collections are organized in a hierarchy to bring transparency to the family wealth landscape.

Control traffic within each Collection separately. Like your office, iPaladin is a zero-trust system. If you don’t grant access, they won’t have it. Beyond access, set permissions to add, modify, remove or view-only for each user.

Family wealth Collection workspaces are the first step to taking control.

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Indexing is how documents become intuitive. The DFO comes equipped with a sophisticated indexing system, time-tested for 12 years. Document SmartRecords are building blocks which add context, making search intuitive and transactions understandable.

Use iPaladin’s Document SmartRecords to structure PDF’s, video’s images, and other format types. Assigned it to one or more Collections for easy access in all relevant endpoints. After all, questions arise from multiple perspectives. To be helpful documents must be visible in all relevant places and linked to all related transactions.

The Document page is your master filing cabinet. Use the Filter to search across all Collections or drill down into one. The indexed list displays each document’s name and context. Viewers intuit content and purpose without the need to open and re-read.

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Use iPaladin’s Service SmartRecords to convert every wealth project and work process into a set of permissioned work ledgers. Each ledger breaks work down into steps with instructions.

Once information hits the family office desktop, it is easy to take control from there. With automated handoffs, each team member reviews history and infers what needs to be done next. Securely collaborating, referencing existing libraries and adding new information. Jobs get done efficiently. Reviewers verify work in minutes and sign-off. We will show you how and have 100’s to help you get started.

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The DFO is a proof of work system. See where workflows are. Know if things are done and if documentation is real.

As information and actions are structured and linked to show relationships, proof-of-work emerges. The SmartRecords chronicle what was done, how, when and by whom.

Team members know in context what’s being asked. Leaders see who’s accessing what to stay on top of privacy. Managers ask fewer questions with truth to verify sufficiency.

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