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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
BI Book is a comprehensive business intelligence and reporting platform that operates on Microsoft Power BI, enabling organizations to aggregate data from various systems into a single, cohesive environment for efficient reporting, analysis, planning, budgeting, forecasting, and visualization through clear dashboards and real-time updates. It comes equipped with ready-made integrations and templates to connect to various data sources, allowing users to create, modify, share, and automate Power BI reports in just minutes, all without the need for intricate data warehouses or advanced technical expertise. This software not only centralizes and organizes business data for reliable analytics but also fosters automated workflows that significantly minimize manual tasks, while offering essential tools for in-depth analysis and scenario planning. Users enjoy the ability to securely distribute reports with role-based access, enhancing collaboration across different teams, and effectively breaking down data silos, all while benefiting from robust enterprise-grade security and compliance measures. Furthermore, BI Book's user-friendly interface ensures that individuals at any skill level can leverage its powerful features to drive informed decision-making.
API Access
Has API
API Access
Has API
Integrations
Plaid
Adjust
Braintree
Chargebee
CockroachDB
Copper
Fieldly
GitHub
Google Workspace
Gridly
Integrations
Plaid
Adjust
Braintree
Chargebee
CockroachDB
Copper
Fieldly
GitHub
Google Workspace
Gridly
Pricing Details
Free
Free Trial
Free Version
Pricing Details
€100 per month
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
BI Book
Founded
2010
Country
Finland
Website
get.bibook.com
Product Features
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
