1fs Wealth 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.

Pricing

Pricing Starts At:
Free
Free Version:
Yes

Integrations

API:
Yes, 1fs Wealth has an API

Reviews

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Company Details

Company:
1fs
Headquarters:
United Kingdom
Website:
www.1fs.co

Media

1fs Wealth Screenshot 1
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Product Details

Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Business Hours
Online Support

1fs Wealth Features and Options

1fs Wealth User Reviews

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