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Average Ratings 0 Ratings
Description
1fs Wealth is a sophisticated wealth intelligence platform powered by AI and built on the cloud, designed for high-net-worth individuals and family offices to streamline the management of their diverse assets, from public and private investments to real estate and digital collectibles, all in one cohesive interface. It ensures robust security with features like multi-factor authentication, detailed role-based access controls, and state-of-the-art encryption. Users benefit from real-time market valuations, access to market feeds, unique risk analysis tools, and metrics for assessing asset concentration and geolocation. The platform also facilitates thorough succession planning, providing next-generation beneficiaries with the necessary asset allocation, documentation, and ownership guidance. Enhanced collaboration tools enable family members, advisors, and external experts to work together effectively, leveraging in-depth analytics, peer comparisons, and insights related to carbon and ESG factors. Additionally, it offers seamless integrations such as API connectivity, account aggregation through Plaid, and hedge-fund benchmarking using Albourne indices, making it a comprehensive solution for sophisticated wealth management. This multifaceted approach not only simplifies asset oversight but also empowers users to make informed decisions in an ever-changing financial landscape.
Description
As a financial advisor, you hold the responsibility of shaping your clients' futures. AssetMark offers a range of solutions and guidance designed to ensure that future receives the focus it warrants. As wealth increases, the landscape of technology and investment opportunities grows ever more intricate. Clients will raise their expectations, and it is crucial that you evolve alongside them. Our wealth management technology empowers advisors to enhance their practices, covering aspects from portfolio construction and investment research to effective client communication and prospecting. By streamlining back-office and administrative responsibilities, you can dedicate more time to nurturing client relationships. Unlike typical third-party asset management platforms, AssetMark integrates its solutions with a personal touch, acting as an extension of your team and delivering customized, insightful support tailored to your specific needs. Our dedicated consultants and support teams are readily available to assist with platform functionality, ensuring that your practice runs seamlessly while you focus on refining your bespoke solutions. Our commitment to client success is unwavering, making us a valuable partner in your journey.
API Access
Has API
API Access
Has API
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
1fs
Country
United Kingdom
Website
www.1fs.co
Vendor Details
Company Name
AssetMark
Country
United States
Website
www.assetmark.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management