FAQ
Answers, clearly.
Clear, concise answers for wealth owners, family offices, and enterprise teams evaluating 1fs.
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 and multi-generational families who want visibility and succession planning tools; single and multi-family offices that need consolidated reporting and team collaboration; and enterprise clients such as banks, wealth managers, and trust companies looking for a white-label or API-integrated platform.
1fs supports 24+ asset classes including equities, bonds, real estate, art, wine, collectibles, crypto, private equity, venture capital, cash, insurance, pensions, and more. Assets can be connected via API integrations or uploaded manually.
Yes. 1fs is a global platform designed for wealth that spans borders. It supports multiple currencies, jurisdictions, and custodians — giving you a unified view of your portfolio regardless of where your assets are held.
1fs allows you to allocate percentages of 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 SOC 2 compliant infrastructure. We use bank-grade security standards to ensure your financial information remains completely private and secure.
Yes. 1fs offers granular, role-based permissions so you can give family members, advisors, 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 leading financial service providers including Apex Group, Grant Thornton, Sotheby's, and Plaid, among others. We also offer API access for enterprise clients looking to connect their existing systems.
Yes. While our headquarters are in London, 1fs is a global platform serving wealth owners and family offices on every continent. Our advisory board spans multiple geographies, and the platform is purpose-built for multi-jurisdiction, multi-currency wealth intelligence.
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 personalized 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.
Yes. 1fs supports both API-based connections for automated data feeds and manual uploads for assets that aren't connected to digital custodians. Our onboarding team provides full support to help you consolidate your existing data into the platform.
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