iPaladin

iPaladin is a new class of proprietary technology created to simplify the ever-increasing complexity of private wealth management. Put simply, it is about building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

iPaladin is based in Tampa, Florida and founded in 2008. Their site is ipaladin.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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