1fs Wealth — Testimonials
In their own words.
Partners, family offices and private clients on what changed when their wealth finally sat in one place.
The firms that build their advice around our platform.
Partners, accountancy firms and private client advisers on what changes when a client’s whole portfolio finally sits in one place.
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“We are extremely pleased to announce this partnership with 1fs Wealth, which complements our existing single-source solution and builds on our commitment to provide innovative, best in class solutions for our customers. The collaboration will allow our clients to use technology that enables cost reduction, improved risk management and value creation through operational improvement and business performance.”
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“We’re committed to supporting families as they navigate the complexities of succession planning and governance. Partnering with 1fs Wealth allows us to deliver advice in a more agile, collaborative and data-driven way – giving our clients greater clarity, control and confidence in their financial affairs. This technology enhances our ability to stay close to our clients and support them across generations.”
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“The 1fs Wealth platform is highly impressive with powerful features, and a very user-friendly set-up. We have not yet exploited the platform at 100%, but we can already see the added value that it can bring to our clients.
Using the platform can allow law firms like ours to save precious time on reporting information to clients and to communicate with them.
On top of this, the 1fs support team is great and extremely reactive”
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“1fs Wealth has transformed how we help clients gain clarity over fragmented and complex holdings. Its consolidated view, powerful analytics and robust security make it an invaluable tool for advisers supporting sophisticated wealth structures.”
Single and multi family offices on operational clarity.
Family offices describe the shift from spreadsheets, paper files and scattered documents to a single live view of the family’s wealth.
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“1fs Digital Wealth Planner has transformed how we manage wealth. Beyond efficiency gains, the real-time, structured view of assets is a game changer. We replaced static Excel files with a live, accessible system that supports informed decisions. A 40% workload reduction is realistic—and continues to improve as repetitive tasks disappear”
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“The 1fs Wealth platform is highly impressive, which helps our everyday work by saving time on operational tasks and consequently money.
Also, in every new release, new capabilities and features are included which make the platform even more useful and practical.
As an example, we have saved 4 hours per week in preparing reports or reviewing the assets of a portfolio.”
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“The platform is extremely intuitive and user-friendly — everything is clear and easy to navigate. But what truly sets it apart is the exceptional onboarding experience. The support and guidance provided by the team during the data onboarding process are simply outstanding. Their responsiveness, clarity, and hands-on involvement made the entire implementation seamless. I’ve rarely seen this level of service anywhere else.”
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“The platform has proven to be very intuitive and easy to learn. Updating our projects to track financials each quarter is quicker than ever, and the instant visuals provide great additional analysis. The team that we have been working with at 1fs have been extremely helpful and are quick to respond to our questions and feedback. We are excited to continue working with the platform and to see how it develops and grows over time.”
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“As a family office we were very concerned about security aspects surrounding our existing technology infrastructure. This was really an unstructured mess of error prone Excel spreadsheets, paper files and Dropbox running on a number of slow laptops and desktop pc’s which was steadily becoming more and more unworkable.”
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“The platform has allowed us to secure all of this information, making succession planning a much simpler process. As a family we are now crystal clear on where we stand with regards to our portfolio”
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“Moving to the 1fs Wealth platform has helped us to rapidly move away from the archaic solutions we used to have and we can now report efficiently to all family members”
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“Previously our entire portfolio was spread across countless spreadsheets and documents, the paperwork was entirely unnecessary. The 1fs Wealth Platform has allowed us to consolidate all of our data in one place. Onboarding was entirely seamless, the intuitive interface made uploading really simple. It has alleviated any security issues we had previously; the security is best in class and the team is always very responsive should we need any support.”
Individuals and collectors on seeing everything at once.
High and ultra-high net worth individuals on tracking investments, collections and passion assets from one secure place.
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“1fs has been a great asset for tracking and managing all of the projects that we are invested in.”
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“1fs wealth brings my assets and collectables to life”
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“Trust me, by the time you tax deduct the cost of the app, and you look at your real expenses of the app, there is no way you’re taking a monetary loss when you look at all the advantages of what you are getting”
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