1fs Wealth1fs
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Family offices needing a solution to consolidate, analyze, collaborate, and plan across complex multi‑asset and succession scenarios
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Audience
A benchmarking solution designed for associations of all sizes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company Information1fs
United Kingdom
www.1fs.co
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Company InformationDynamic Benchmarking
Founded: 2010
www.dynamicbenchmarking.com
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Categories |
Categories |
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Integrations
Plaid
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