Audience
Family offices needing a solution to consolidate, analyze, collaborate, and plan across complex multi‑asset and succession scenarios
About 1fs Wealth
1fs Wealth is an AI‑driven, cloud-native wealth intelligence platform that lets high‑net‑worth individuals and family offices consolidate all assets, including public and private investments, real estate, collectibles, and digital assets, into a single view. It offers secure access with multi‑factor authentication, granular role-based permissions, and enterprise-grade encryption. It provides real-time valuations and market feeds, proprietary risk decomposition tools, concentration metrics, and geolocation tracking. It supports comprehensive succession planning by allocating assets, documents, and ownership guidance to next‑gen beneficiaries. Advanced collaboration features allow advisors, family members, and external professionals to work jointly, with drill-down analytics, peer benchmarking, carbon and ESG insights. Integrations include API connectivity, Plaid-based account aggregation, and hedge‑fund benchmarking via Albourne indices.
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Pricing
Starting Price:
Free
Free Version:
Free Version available.
Company Information
1fs
United Kingdom
www.1fs.co
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Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Training
Documentation
Live Online
In Person
Support
Phone Support
Online
1fs Wealth Frequently Asked Questions
Q: What kinds of users and organization types does 1fs Wealth work with?
1fs Wealth works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does 1fs Wealth support in their product?
1fs Wealth supports these languages: English.
Q: What kind of support options does 1fs Wealth offer?
1fs Wealth offers support via phone support and online.
Q: What other applications or services does 1fs Wealth integrate with?
1fs Wealth integrates with: Plaid.
Q: Does 1fs Wealth have an API?
Yes, 1fs Wealth has an API.
Q: Does 1fs Wealth have a mobile app?
Yes, 1fs Wealth has a mobile app for iPad and iPhone.
Q: What type of training does 1fs Wealth provide?
1fs Wealth provides training in the form of documentation, live online, and in person.
Q: How much does 1fs Wealth cost?
Pricing for 1fs Wealth starts at Free.
