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A single platform for all of your wealth.

Every asset, entity and document in one clear view.

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Asset classes
28
Assets tracked
£2.4B+
Families served
120+
app.1fs.wealth · Overview
1fs Wealth dashboard — Total wealth overview
Trusted partners
I. The challenge

Clarity on 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.

  1. 01
    Fragmented sources
    Assets scattered across multiple systems, advisers and inboxes.
  2. 02
    Manual processes
    Reporting built by hand, with limited visibility into the whole picture.
  3. 03
    Missed milestones
    Renewals, filings and review dates falling through the cracks.
  4. 04
    Reactive decisions
    Time-consuming reporting that arrives too late to inform strategy.
Geographic exposure
Global asset locations, mapped
Fig. 01 — Global asset locations, visualised
II. The 1fs way

One digital platform.
Shared access.

As your portfolio passes to the next generation, there is an opportunity to optimise its structure. 1fs helps principals and their successors turn fragmented asset information into one complete view, available across desktop and mobile.

  • — i
    Less time locating
    Every asset, entity, document and contact surfaces the moment you need it.
  • — ii
    Fewer missed deadlines
    Reminders, renewals and filings tracked with confidence across the portfolio.
  • — iii
    Better decisions
    Board-ready reporting and live performance in the same place as the documents behind them.
III. The platform

How 1fs instils confidence for families and individuals.

01 Decide

Better decision making.

No more building reports from scratch.

  • Top-line portfolio performance with drill-down across 28 asset classes — stocks, funds, property, collectables and more.
  • Filter and slice with live graphs; export board-ready PDF reports; analyse KPIs by asset class.
  • Decide wherever you are, on desktop, tablet and mobile.
Overview · Allocation
Better decision making — allocation view
02 Trust

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.
Overview · Timeline
Always feel on top — live timeline
03 Protect

Reduce risk.

Never lose access to key information, even when team members are absent.

  • Tasks, documents, contacts or notes attached to every asset.
  • In-app and push notifications so nothing slips past a deadline.
  • Different permission levels for family members or advisers.
Tasks & reminders
Reduce risk — task management
04 Operate

Run 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.
Entities · Ownership graph
Run efficient operations — entity ownership graph
05 Control

Stay in control.

Lower the risk of non-compliance by tracking documents, expiry dates and renewal milestones.

  • Set reminders and avoid last-minute scrambles.
  • Access documents and information on laptop or phone.
  • Visualise your properties and assets with a virtual map.
06 Succession

Plan your family's succession.

Give family members and advisers the information they need when they need it.

  • 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.
IV. Who it's for

From the start of your journey, to families with too many manual processes.

01 Individuals & Single Family Offices

Modernise from the start of your wealth journey.

  • Asset valuations and document storage
  • Automated data ingestion
  • Simple reporting across desktop and mobile
Learn more
02 Multi-Family Offices

Manage multiple families, SPVs and entities across jurisdictions.

  • Visual company structures and entity mapping
  • Access for trustees and advisers
  • Central database, automated feeds, fully bespoke reporting
Learn more
03 Enterprise

A better client experience that saves time for Relationship Managers.

  • Automated data pulls and asset updates
  • Cross-sell with a complete view of assets
  • Engage the next generation with an easy-to-use app
Learn more
V. Get started

Ready to unify your wealth?

Join leading investors and families who use 1fs to streamline operations, make higher-quality decisions and achieve peace of mind.

info@1fs.co +44 7715 488484 43 Grosvenor St, London W1K 3HL