1fs Wealth — Case Studies
Real families. Real impact.
See how leading families and wealth managers transformed their operations with 1fs.
Digitalising operations for an international Family Office
Improved decision making and reduced time spent on bookkeeping with a single, automated view of their wealth portfolio.
The Family Office were spending too long collating data across spreadsheets, advisers and physical files. Without accurate or robust data, they could not have informed discussions as a family about opportunities, risks or potential decisions.
They wanted an all-in-one platform from which to make decisions and manage their wealth on a weekly and monthly basis. This meant a single view of their wealth across 5 asset classes and 3 jurisdictions, insightful reporting and a way for the whole family to track actions.
A single, automated view of their wealth portfolio.
Modernising how individuals manage their passion assets.
How a high net worth individual consolidated cars, jewellery and art into one secure mobile application.
This individual had no central record of the assets they cared most about, as a result, a number of key items were not covered by their home contents insurance and key documents such as receipts and provenance had been misplaced.
They wanted their collectable assets to be held in a single location alongside images, documentation, ownership and historic valuations. This provided a complete picture of their entire collection of passion assets and provided them with the peace of mind that everything was recorded in a centralised system.
Everything recorded in a centralised system.
Modernising the client experience for a heritage private bank
Deepening client relationships and facilitating more meaningful conversations through a complete picture of the client’s portfolio.
Lack of visibility over the client’s portfolio made it difficult for relationship managers to provide holistic advice that takes into account their wider holdings. This also hindered the relationship managers ability to make the client aware of the other services that the bank might be able to provide them with.
In addition to this, as the client demographic changed, they struggled with engaging the younger generation who sought a more modern way to interact with their wealth outside of boardroom meetings and lengthy wealth reports. Meanwhile, analysts regularly had to spend hours collating data for the reports in highly manual, error prone processes.
The bank wanted to provide their clients with a single, secure platform to clearly show the value of their entire portfolio across all custodians, wealth managers and other banks. They provided an instance preloaded with the assets they manage and then help the client to upload the remaining portfolio information. To improve the client experience yet further, they enabled multi user access for the clients other advisers and family members for greater collaboration.
A complete picture of the client’s portfolio.
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