
Entole Upgrades its Identity Provider (IdP) to Improve Enterprise-Grade Security and Connectivity for Clients
Entole Upgrades its Identity Provider (IdP) to Improve Enterprise-Grade Security and Connectivity for Clients
One of the challenges we often face with Entole is how do we make it easy for a family office or partner to integrate their login and security controls with Entole. In the past, this was done as one-offs and handled manually.

Entole Leverages TrustCloud for SOC II Compliance
Family and Financial information requires a disciplined approach to security. Entole has always focused on the family and in so doing has always made security of family data a top priority. The infrastructure upon which the Entole Family Command Center is built is of the highest standards and of the latest technology. It starts with secure coding and configuration management protocols. Multi-factor authentication for access is in place and other vital cybersecurity standards are adhered to.

Entole Adds Out of the Box Family Connection & Education Features
In our initial pilot, Entole asked wealth owners an important question about wealth education: “Can I use Entole to educate my children about my wealth journey?” We discovered that this question led to a common underlying concern amongst our clients, are my family members prepared to succeed me if necessary (generally the “What if I were struck by a bus?” inquiry).

Entole and Addepar Partnership and Integration is Live!
Entole continues their mission to serve as the Family Office Command Center, a hub from which all family business professional and personal can be executed. Entole’s latest connection with Addepar continues to enable increased Family Office efficiency.

Entole is now part of Microsoft for Startups Founders Hub
Entole is excited to announce that we are now a part of Microsoft for Startups Founders Hub!

Entole Improves Mobile Capabilities
From the onset the Entole team felt communication should be a cornerstone of the Family Command Center feature set. Thus, it was imperative that a chat feature was implemented to facilitate quick and easy connections. Complimenting this feature was a mobile application developed for both iOS and Android platforms. There needs to be an app for everything.

Entole Completes Connection with QuickBooks
Entole Completes Connection with QuickBooks
Entole completed a connection to QuickBooks as part of its V2.0 release. This connection furthers Entole’s vision of providing seamless experiences for wealth owners and family offices, through collaboration with key products used in the financial services industry.

Entole™ Releases V2.0 of Its Family Command Center
On March 30, 2023, Entole released V2.0 of its Family Command Center platform. This version introduces channel partner account functionality, additional financial integrations to QuickBooks, a data export feature and improved reporting. This release marks a significant accomplishment with the development of the Entole platform. Significant feature milestones were achieved in a brief time.

Entole Thoughts on Trends - Q4 2022
Driving Operational Success
Digitally mature firms in the wealth management space reported an increase of 13% in productivity, 8% in AUM, and 8% increase in revenue (Liferay: State of Digital Transformation). Based on our experience and research, we believe that not only will this opportunity continue to grow, but we are convinced that the opportunity for Family Offices and technology is even greater due to their deeper, integrated service models.

Deviate Consulting and Entole Announce Partnership
Entole and Deviate Consulting are excited to announce our partnership!
Deviate Consulting and Entole have engaged in an active pilot program that is live with multiple families.

Curt Kadelbach Joins Entole to Drive Channel Partner Program
Curt has joined the Entole team to lead partner onboarding and customer success. Curt brings decades of experience with implementations, partnerships, and managing service organizations in the wealth management space.

Product Release: Scorecards
The score-carding system is an innovative way to track your team’s progress and measure your operations against best practice.

Christopher Saddock Joins Entole as CLO
Christopher Saddock
Mr. Saddock has joined the Entole team as CLO (Chief Legal Officer). After seeing the value proposition that Entole offers the individuals and families he works with, both big and small, he decided to bring both his business experience, strategic relationships, and subject matter expertise.
FOX Partnership
Excited to announce Entole’s Technology Partnership with Family Office Exchange!
In the coming months we will be working with Family Office Exchange and others in its network to share thoughts around technology solutions and creating content for the intersection of technology and Family Capital.

3 Business Trends to Build a Better Family Office
"The most successful businesses of the 21st century (for example, Amazon, Tesla, and Apple) have pioneered transformative cultural and digital solutions. They continually invest in and adopt new operational philosophies and technology architectures. In contrast, family offices have often struggled to harness the power of new innovations. Their compact teams tend to lack the resources, information, and expertise to invest in technology. The culture of family offices can often be reactive rather than forward thinking. Lastly, until recently they lacked access to cutting edge digital solutions."
- 3 Business Trends To Build A Better Family Office

FOX Foresight 2022
“The Grupp Organization and Eton Solutions opted to create systems that were purpose-built for their specific needs. And while they took very different development approaches – Grupp developed a modular, interconnected ecosystem that connects to other technology platforms in a central "command center[…].”
- Fox Foresight, 2022