Digital Wealth Intelligence
1fs Wealth is an easy-to-use platform which allows you to control all your investments and collectables in one place.
Trusted by our partners
Our clients
Family
offices
High Net Worth
Individuals
Wealth
Managers
Private
Banks
Law
Firms
Trust
Companies
Family
offices
High Net Worth
Individuals
Wealth
Managers
Private
Banks
Law
Firms
Trust
Companies
Family
offices
High Net Worth
Individuals
Wealth
Managers
Private
Banks
Law
Firms
Trust
Companies
Unsurpassed security
compared with other platforms
System Security
- Best in class cloud security and access management for data storage
- Data is encrypted on all levels
- Follows best practices in security from top to bottom
- Each system component is protected
Access Management
- Functional and data permissions
- Data access can be restricted to selected users
- Protected by secure certificate and multiple trust checks
Authentication
- Enterprise grade secure data transmission
- Email-password authentication
- Multi-factor authentication
- Separate secure token for each client
Supporting more than
24 asset classes
Inside the FirstWealth Platform
- Drill down into particulars of assets and store all related information using an intuitive interface
- Proprietary metrics to decompose concentration risk
- Enables wealth owners to consolidate assets
- Control risk
- Manage ownership
- Analyse performance of complex portfolios and family assets through the efficient use of data and innovative technology
- Comprehensive analytics suite of tools to provide a holistic view of assets
- Geolocation integration and market feeds for real-time updates on wealth
- Allocate percentages of assets and specific documents to family members for seamless succession planning
- Drill down into particulars of assets and store all related information using an intuitive interface
- Proprietary metrics to decompose concentration risk
- Enables wealth owners to consolidate assets
- Control risk
- Manage ownership
- Analyse performance of complex portfolios and family assets through the efficient use of data and innovative technology
Unlock new opportunities
Consolidate assets, control risk, manage ownership and analyse portfolio performance through the efficient use of data and innovative technology
Keep everything in one place
Document, record, index and share information on asset classes manually or through APIs
Collaborate
Set up secure collaboration groups and ownership transfers to boost efficiency at all times
Analyse your data
We provide the tools to measure performance against targets, peers and the industry to enable optimisation
Make informed decisions
Real-time insights into asset-tracking, risk, sustainability and carbon impact
Latest News
Meet our advisors
Dominique Cerutti
Strategic AdvisorChairman of Adarma, board member of IDEMIA and Altamir
LinkedIn Profile
Mark Minevich
AdvisorAI Strategist, Business Advisor, Author, and Speaker dedicated to sustainability, digital transformation, and climate innovation.
LinkedIn Profile
Helene Panzarino
AdvisorFinTech Relationship Professional, Business Advisor, Community Bank supporter, SME/B funding evangelist, Author and Speaker
LinkedIn Profile
Marios Rafail
Strategic AdvisorHead of Geneva Office at Henley & Partners Switzerland AG
LinkedIn Profile
Dominique Cerutti
Strategic AdvisorChairman of Adarma, board member of IDEMIA and Altamir
LinkedIn ProfileMark Minevich
AdvisorAI Strategist, Business Advisor, Author, and Speaker dedicated to sustainability, digital transformation, and climate innovation.
LinkedIn ProfileHelene Panzarino
AdvisorFinTech Relationship Professional, Business Advisor, Community Bank supporter, SME/B funding evangelist, Author and Speaker
LinkedIn ProfileMarios Rafail
Strategic AdvisorHead of Geneva Office at Henley & Partners Switzerland AG
LinkedIn ProfileDominique Cerutti
Strategic AdvisorChairman of Adarma, board member of IDEMIA and Altamir
LinkedIn ProfileMark Minevich
AdvisorAI Strategist, Business Advisor, Author, and Speaker dedicated to sustainability, digital transformation, and climate innovation.
LinkedIn ProfileHelene Panzarino
AdvisorFinTech Relationship Professional, Business Advisor, Community Bank supporter, SME/B funding evangelist, Author and Speaker
LinkedIn ProfileMarios Rafail
Strategic AdvisorHead of Geneva Office at Henley & Partners Switzerland AG
LinkedIn ProfileFirstWealth Apps
Access the intuitive interface across your Desktop and Apple products for maxmimum ease of use
Our partners
Our latest achievements
Tell me more
Find out more information and schedule a demo with us today to learn how the 1fs Wealth platform can help.