A single platform to manage all of your wealth
Take control of your wealth with your assets, entities and documents in your pocket
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THE CHALLENGE
Get clear on what is owned, how it's performing and where to find documents
As a family office or investor, important information is often spread across systems, advisers, and inboxes. Manual processes mean limited visibility, missed renewals and filings, reactive decisions, and time-consuming reporting.
THE 1fs WAY
One digital platform. Shared access.
As family office leadership transitions to the next generation, there comes a moment to rethink the business structure to reflect modern needs, expectations, and working styles.
1fs turns fragmented information into an up-to-date view of your wealth across 28 asset classes, multiple jurisdictions and different entity structures, helping the next generation with access on mobile, desktop and tablet.
What changes:
- Less time worrying about where information is
- Less fear of missing updates to your portfolio
- More confidence in making the right decisions
THE PLATFORM
How 1fs instils confidence for Families and Individuals
Better decision-making.
No more building reports from scratch.
- See your top-line portfolio performance and zoom into 28 asset classes across stocks, funds, property, collectables, and more
- Slice and dice data with filters and graphs, pull board-ready PDF reports, and analyse KPIs against each asset class
- Make decisions wherever you are, on desktop, tablet and mobile
Always feel on top
An up-to-date picture with accurate data.
- Automatic daily updates for banks, stocks, funds and bonds
- Our bulk uploader or upload wizard saves time on manual data entry
- Attach files, to-dos and contacts on individual assets
Reduce compliance risk
Remove the risk of information disappearing if a team member is no longer available
- Add to-dos, documents, contacts or notes to every asset
- In-app and push notifications so you never miss a deadline
- Different permission levels for family members or advisors
Run more efficient operations
Digitise the important information on your family's business, and quickly onboard new staff or family members
- Visual entity and family org charts with ownership percentages
- Assign ownership structures to individual entities
- Customise your dashboard with preferred graphs and insights
Stay in control
Lower risk of non-compliance by tracking documents, expiry dates, and renewal milestones.
- Set reminders and avoid last-minute scrambles
- Access documents and information on your laptop or phone
- Visualise your properties and assets with a virtual map
Plan your family's succession journey
Plan your succession long in advance by giving family members and advisers the information they need.
- A central place for documents, reminders and valuable information
- Different levels of permission access for family or advisors
- Easy-to-use without financial knowledge across desktop and app
WHO IT'S FOR
Whether you're an individual at the start of your wealth journey, or a family with too many manual processes.
Individuals & Single Family Offices
Modernise operations from the start of your wealth journey.
- Asset valuations and document storage
- Automated data ingestion
- Simple reporting across desktop and mobile
Multi Family Offices
Manage multiple families, SPVs and entities across jurisdictions.
- Visual company structures and entity mapping
- Access for trustees, advisors and the next generation
- Central database, automated datafeeds and multiple reporting types
Enterprise
A better client experience that saves time for Relationship Managers.
- Automated data pulls and asset updates in a few clicks
- Cross-sell services with a complete view of assets
- Engage the next generation with an easy-to-use app
Leadership
1fs is built by leaders in finance and technology.
Operators with decades building global financial businesses and wealth platforms.
Bobby Console-Verma
CEO & Co-Founder
Former global leadership at Credit Suisse First Boston and Nomura. Exited Tower Gate Capital as Group CEO. Extensive family office experience.
Vitaly Nechaev
CIO & Co-Founder
18+ years in fintech data and technology. Managed global teams of 100+ and delivered digital transformation for UK/US firms.
GET STARTED
Ready to unify your wealth?
Join leading families and family offices who trust 1fs to manage their portfolios, streamline operations, and uncover new opportunities.