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1fs is a wealth intelligence platform that consolidates all your assets — from equities and real estate to art, crypto, and private equity — into one secure, unified view. It gives wealth owners, family offices, and enterprise clients the tools to manage, analyze, and plan their wealth with clarity and confidence.

1fs serves three main audiences: high-net-worth-individuals, single and multi family offices and enterprise clients such as banks, wealth managers and trust companies.

1fs supports 24+ asset classes including equities, bonds, real estate, art, wine, collectables, crypto, private equity, venture capital, cash, insurance, pensions and more. Assets can be connected via API integrations or uploaded manually.

1fs is a global platform designed for wealth that spans borders. It supports multiple currencies and jurisdictions — giving you a unified view of your portfolio regardless of where your assets are held.

1fs allows you to allocate assets and specific documents to family members for seamless succession planning. You can map your family wealth timeline, digitally preserve your legacy and onboard the next generation through an intuitive interface designed with ease of use in mind.

Your data is protected by enterprise-level 256-bit encryption, multi-factor authentication and ISO 27001 certified infrastructure. We hold UK Cyber Essentials certification and all data is hosted exclusively in Switzerland. We use bank-grade security standards to ensure your financial information remains completely private and secure.

1fs offers granular, role-based permissions so you can give family members, advisers, attorneys and office staff the exact level of access they need — from full visibility to view-only access for specific asset classes or documents.

1fs integrates with a range of data providers including Plaid, C-Bonds and Yahoo Finance for liquid asset classes. Direct connections can also be established with banks and custodians.

1fs is a global platform serving clients on every continent and the platform is designed for users with overseas exposure.

1fs allows you to map your investments and contributions to the 17 UN Sustainable Development Goals (SDGs). You can track the impact of charitable giving, record details of funded projects, and engage the next generation through purpose-driven wealth management.

Getting started is simple: request a demo through our website, see the platform in action during a personalised walkthrough, gain user access through the 1fs portal and upload your portfolio with full onboarding support from our team.

Pricing is tailored to your needs based on the complexity of your portfolio and the features required. Contact us to book a demo and discuss a plan that works for you.