A single platform to manage all of your wealth
Take control of your wealth with your assets, entities and documents in your pocket
THE CHALLENGE
Unclear on what is owned, how it's performing and where to find documents
Important information is spread across systems, advisers, and inboxes, including assets, valuations, ownership structures, relevant files and notes. Manual processes mean limited visibility, missed renewals and filings, reactive decisions, and time-consuming reporting.
THE 1fs WAY
One digital platform. Complete view. 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, organised view of your wealth across 28 asset classes, multiple jurisdictions and different entity structures, in an accessible way for new generations across 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
Built to instil 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, including stocks, PE funds, property, collectables, and more
- Slice and dice your data with filters, pull PDF reports for board meetings or tax advisors, and analyse KPIs relevant to your asset
- Make decisions wherever you are, with the app available on desktop, tablet and mobile
Always feel on top
An up-to-date picture with accurate data.
- Asset valuations update daily with automatic bank feeds, and daily updates to stocks, funds and bonds
- Save time with asset data entry with our bulk uploader or upload wizard
- Attach files, to-dos and contacts to individual assets
Reduce compliance risk
Everything in one place, accessible to the right people.
- Remove the risk of information disappearing if one person 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 levels of permission for family members or advisors
Run more efficient operations
Replace spreadsheets with a single source of truth.
- Digitise the important information on your family's business, and onboard new staff or family members more quickly
- Visual entity and family org charts with clear ownership percentages
- Assign different ownership structures to individual entities
- Customise your dashboard with your preferred graphs and insights
Stay in control
Never miss something important again by tracking documents, expiry dates, and renewal milestones.
- Know what needs attention and when
- Set reminders and avoid last-minute scrambles
- Access documents and information wherever you are on your laptop or phone
- Visualise where your properties are with a virtual map
Plan your family's succession journey
Give family members and advisers access to the information they need.
- Plan your succession long in advance with a central place for documents, reminders and valuable information
- Add users with different levels of access across asset types and specific portfolios
- Easy-to-use for people 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
For those wanting to modernise operations from the start of your wealth journey, or for families who want to bring the next generation up-to-speed with the family portfolio. 1fs is easy to get set up on with automated data ingestion, simple reporting, document storage, and desktop and mobile apps.
Multi Family Offices
For businesses with multiple families, SPVs and entities across jurisdictions, 1fs helps to visualise and organise your company structures, and gives the right level of access to the right people across trustees, advisors and the next generation. And all the while having a central database, automated datafeed options, multiple reporting types and filtering, and complex entity mapping.
Enterprise
For advisers and institutions looking to deliver a better client experience and save time for their Relationship Managers. Save time with automated data pulls and asset updates in a few clicks, cross-sell services with a view of all assets owned by your firm, and engage the next generation of your clients with an easy-to-use platform.
Leadership
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.
ONBOARDING
We do the heavy lifting to get you onto the platform, so you can concentrate on running your family business.
We have an established process of getting you onto and using the platform over the course of several weeks to ensure you meet your business' goals.
Our customer success team starts off with a Kick Off meeting once contracts are signed, and from there, we begin your data and document upload process, we get you comfortable using the platform, and ensure the platform is set up to match your daily processes. We finish the onboarding with our "Project Complete" meeting, where we tick off our checklist to ensure you have everything you need to use the platform going forward.
Step 01
Kick Off meeting
Our customer success team starts off with a Kick Off meeting once contracts are signed.
Step 02
Upload process
From there, we begin your data and document upload process and get you comfortable using the platform.
Step 03
Match daily processes
We ensure the platform is set up to match your daily processes over the course of several weeks.
Step 04
Project Complete
We finish with our "Project Complete" meeting and tick off the checklist for ongoing use.