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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

Moneyinfo serves as a comprehensive digital platform for wealth management and financial advisory firms, providing both a web and mobile interface that is customized to reflect the firm's brand identity. Clients can effortlessly access their complete financial landscape—including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations—all through a single secure login available around the clock. By consolidating data from various sources, it enables users to view their financial accounts and assets in one cohesive interface. The platform also features secure messaging, document sharing, and cloud storage, along with biometric login and integrated e-signature capabilities. This functionality allows advisers to communicate and collaborate more effectively with clients while ensuring adherence to compliance requirements. Additionally, Moneyinfo incorporates workflow automation, onboarding resources, and tailored portfolio and performance summaries, all delivered through a mobile app designed specifically for the firm, thereby enhancing client engagement and fostering loyalty. Furthermore, the platform's user-friendly design aims to simplify the management of a client's financial life, making it a valuable tool for both advisers and their clients.

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

Free
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

Moneyinfo

Founded

2002

Country

United Kingdom

Website

moneyinfo.com

Product Features

Product Features

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