+
+

Related Products

  • Sage Intacct
    8,335 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • Nexo
    17,001 Ratings
    Visit Website
  • FusionAuth
    178 Ratings
    Visit Website
  • D&B Connect
    188 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • CareLineLive
    180 Ratings
    Visit Website
  • CoinStats
    101,098 Ratings
    Visit Website
  • Iru
    1,282 Ratings
    Visit Website
  • FreshBooks
    5,477 Ratings
    Visit Website

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

Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.

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

Wealth managers, financial planners, private banks, and advisory firms seeking a tool to centralize client finances, improve engagement, and streamline secure communication and document workflows

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

Free
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

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

Review this Software

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

Moneyinfo
Founded: 2002
United Kingdom
moneyinfo.com

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
BITA Risk

BITA Risk

corfinancial
PriceMetrix

PriceMetrix

McKinsey & Company

Categories

Categories

Integrations

Plaid

Integrations

Plaid
Claim 1fs Wealth and update features and information
Claim 1fs Wealth and update features and information
Claim Moneyinfo and update features and information
Claim Moneyinfo and update features and information