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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

The association sector encompasses a wide variety of organizations, including both professional and trade associations, which operate with varying budget sizes. To cater to this diversity, we have tailored our product offerings and pricing structures, enabling any association, regardless of its size or type, to take advantage of our comprehensive benchmarking solutions. While many can design a survey, only Dynamic Benchmarking equips your organization with the necessary tools to develop a study that empowers your members to evaluate their performance against their peers effectively. Our individualized, on-demand reporting and user-friendly web tools place the analytical power directly in the hands of your members, thereby increasing engagement and freeing up valuable time for your staff. The initial phase of launching a benchmarking study involves determining the specific data and key performance indicators (KPIs) that your members wish to explore. Our expert team of benchmarking consultants is available to assist you in optimizing this process, ensuring that your association can derive the maximum value from its benchmarking initiatives. Ultimately, our goal is to foster a collaborative environment where associations flourish and members gain critical insights into their relative standing.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Plaid

Integrations

Plaid

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

Dynamic Benchmarking

Founded

2010

Website

www.dynamicbenchmarking.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

Alternatives

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