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About

1fs Wealth is an AI‑driven, cloud-native wealth intelligence platform that lets high‑net‑worth individuals and family offices consolidate all assets, including public and private investments, real estate, collectibles, and digital assets, into a single view. It offers secure access with multi‑factor authentication, granular role-based permissions, and enterprise-grade encryption. It provides real-time valuations and market feeds, proprietary risk decomposition tools, concentration metrics, and geolocation tracking. It supports comprehensive succession planning by allocating assets, documents, and ownership guidance to next‑gen beneficiaries. Advanced collaboration features allow advisors, family members, and external professionals to work jointly, with drill-down analytics, peer benchmarking, carbon and ESG insights. Integrations include API connectivity, Plaid-based account aggregation, and hedge‑fund benchmarking via Albourne indices.

About

We know that the association industry is comprised of all types of associations from professional to trade to ones with large and small budgets. That's why we've adapted our product offerings and pricing to allow any size or type of association to utilize our suite of benchmarking offerings. Anyone can create a survey, but only Dynamic Benchmarking can provide your association with the tools to create a study that will truly allow your members the ability to analyze where they stack up compared to their peers. With individualized on-demand reporting and web tools that put the power in your members hands, our technology enhances member engagement and saves your staff time. The first step in creating a benchmarking study is to define what type of data & KPI's your members are looking to analyze. Our team of benchmarking consultants can help you streamline this process.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Family offices needing a solution to consolidate, analyze, collaborate, and plan across complex multi‑asset and succession scenarios

Audience

A benchmarking solution designed for associations of all sizes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

1fs
United Kingdom
www.1fs.co

Company Information

Dynamic Benchmarking
Founded: 2010
www.dynamicbenchmarking.com

Alternatives

Alternatives

activ.Benchmark

activ.Benchmark

measure2improve
MemberClicks

MemberClicks

Personify
MemberLeap

MemberLeap

Vieth Consulting
BITA Risk

BITA Risk

corfinancial

Categories

Categories

Integrations

Plaid

Integrations

Plaid
Claim 1fs Wealth and update features and information
Claim 1fs Wealth and update features and information
Claim Dynamic Benchmarking and update features and information
Claim Dynamic Benchmarking and update features and information