Audience
Family offices needing a solution to consolidate, analyze, collaborate, and plan across complex multi‑asset and succession scenarios
About 1fs Wealth
1fs Wealth is an AI‑driven, cloud-native wealth intelligence platform that lets high‑net‑worth individuals and family offices consolidate all assets, including public and private investments, real estate, collectibles, and digital assets, into a single view. It offers secure access with multi‑factor authentication, granular role-based permissions, and enterprise-grade encryption. It provides real-time valuations and market feeds, proprietary risk decomposition tools, concentration metrics, and geolocation tracking. It supports comprehensive succession planning by allocating assets, documents, and ownership guidance to next‑gen beneficiaries. Advanced collaboration features allow advisors, family members, and external professionals to work jointly, with drill-down analytics, peer benchmarking, carbon and ESG insights. Integrations include API connectivity, Plaid-based account aggregation, and hedge‑fund benchmarking via Albourne indices.
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Pricing
Starting Price:
Free
Free Version:
Free Version available.
Company Information
1fs
United Kingdom
www.1fs.co
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Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Training
Documentation
Live Online
In Person
Support
Phone Support
Online