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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

ORCA is the easiest, fastest, and most intelligent way to manage all your tax, legal, and compliance to‑dos. Import ownership structures and master data from Addepar or Excel in minutes, with additional APIs available on demand. Eliminate clutter and focus on must‑have information, data, and documents only. Intuitive search lets you find everything in seconds. Automated checks ensure your data is flawless, while auto‑generated structure charts paint clear, relevant pictures at any point in time, past, present, or future. Built‑in auto‑reporting features guarantee compliance with the Corporate Transparency Act and other regulations. Share important data and documents in seconds via secure links; retrieve information from third parties using automated workflows, and upload only links. Enjoy peace of mind knowing everything is protected by zero‑trust encryption at all times. ORCA’s zero‑trust cloud ensures that only you can access your sensitive data.

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

Legal, compliance, and tax professionals in mid‑to‑large firms requiring a tool to streamline entity management, reporting and audit-ready documentation

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

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

ORCA
Founded: 2017
Switzerland
www.withorca.com

Alternatives

Alternatives

ORCA

ORCA

Geothentic
ORCA

ORCA

Adtec
BITA Risk

BITA Risk

corfinancial
Orca

Orca

Orca by Cortez Labs

Categories

Categories

Integrations

Addepar
Microsoft Excel
Plaid

Integrations

Addepar
Microsoft Excel
Plaid
Claim 1fs Wealth and update features and information
Claim 1fs Wealth and update features and information
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Claim ORCA and update features and information