A single platform to manage all of your wealth
Take control of your wealth by keeping every asset, entity and document in your pocket
Trusted by our partners
THE CHALLENGE
Achieve clarity on asset ownership, performance and administration
Investors often find important information is scattered across multiple systems, advisers and inboxes. Manual processes lead to limited visibility, missed renewals and filings, reactive decision making and time consuming reporting.
THE 1fs WAY
One digital platform. Shared access.
As your portfolio is passed onto the next generation, there is an opportunity to optimise the structure to best suit the next generation.
1fs helps both the principals and next generation turn fragmented asset information into a complete, all in one view of the portfolio, available across desktop and mobile devices.
What changes:
- Reduced time locating essential information
- Decreased risk of missing key deadlines
- Enhanced decision making
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
- Reduce manual data entry with our bulk uploader and wizard tools
- Attach files, tasks and contacts to individual assets
Reduce risk
Never lose access to key information, even when team members are absent
- Add tasks, 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 advisers
Run more efficient operations
Digitise the important information regarding your portfolio and grant access to new team and family members
- Visualise complex organisational charts and ownership percentages
- Clearly assign asset ownership and managers
- 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 you succession journey 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 advisers
- Easy to use regardless of financial or technical ability
WHO IT'S FOR
Whether you are 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, advisers
- Central database, automated data feeds and fully bespoke reporting
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 of experience building global financial 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 investors and families who use 1fs to help them streamline operations, make higher quality decisions and achieve peace of mind.