1fs Wealth

1fs Wealth

About this app

1fs Wealth brings every dimension of complex personal and family office wealth into one clear, secure Android experience. Track holdings across 27 asset classes, consolidate multi-currency positions in real time, connect bank, accounting, and custodian feeds, organise critical documents, and collaborate privately with your advisors.

27 ASSET CLASSES IN ONE REGISTER
Manage liquid, private, and passion assets side by side: residences, investment property, equities, ETFs, sovereign and corporate bonds, private equity, venture capital, currency accounts, commodities, fine art, watches and jewellery, classic cars, yachts, aircraft, wine, whisky, pensions, loans, heritage, and philanthropy. Every asset class features tailored fields, ownership percentages, charity and discretionary beneficiary designations, valuation histories, and cashflow tracking.

CONSOLIDATED MULTI-CURRENCY DASHBOARD & PERIOD P&L
View your consolidated net value, cost basis, debt, gain/loss, cash-on-cash return, risk score, and ESG rating in your base currency. Date-range filters label exact reporting bounds and compute period performance over external flows, paired with interactive allocation charts, ownership-scaled timelines, geographic exposure, and top/bottom performers.

INSTITUTIONAL BOND & PRIVATE MARKET ANALYTICS
Monitor fixed-income holdings with ISIN-prefilled terms and day-count basis, percentage-of-par pricing, book and market yields, accrued interest, and realised/unrealised P&L. Track private equity and venture funds with NAV valuations, cumulative capital calls, and MOIC, DPI, RVPI, and TVPI multiples.

PHILANTHROPY & GLOBAL WEALTH MAP
Track charitable donations and gift registers with giving-ratio summaries and net-value disclosure, and explore physical holdings on an interactive global map with location clustering.

OPEN BANKING, ACCOUNTING & CUSTODIAN FEEDS
Link bank accounts and accounting ledgers via Plaid, TrueLayer, Yapily Open Banking, and QuickBooks alongside private-bank custodian feeds and reviewed statement imports. Check live connection health, trigger manual Sync Now, and reconfirm bank consent before expiry.

SECURE FILE VAULT, SHAREPOINT & REVIEW PACKS
Store deeds, trust documents, capital call notices, valuations, advisor Family Review Packs, and tax statements in nested and private folders — complete with guided SharePoint folder mirroring, encrypted Vault API uploads, and instant in-app previews.

FAMILY OFFICE GOVERNANCE & REAL-TIME MESSAGING
Switch between personal portfolios, trusts, SPVs, and family office organisations. Collaborate with wealth managers and family members in direct, group, and asset-linked channels with @mentions, asset references, reactions, and Quiet Hours, governed by preset role-based permission profiles and audit trails.

ADAPTIVE FOLDABLES, TABLETS, WIDGETS & WEAR OS
Designed natively for phones, foldables, and tablets with multi-column dashboards and master-detail split screens, resizable Home Screen Glance widgets (small, medium, large), and a Wear OS companion app and Tile.

BUILT FOR SERIOUS SECURITY
Sign in with passkeys, biometric unlock, and authenticator-app (TOTP) or SMS two-step verification, protected by strict per-organisation tenant isolation.

Support & Enquiries: https://www.1fs.co
Privacy Policy: https://www.1fs.co/privacy
Terms and Conditions: https://www.1fs.co/terms

What’s new

New in 7.2.3:
• Messages is now a tab with an unread badge. Default tabs: Assets, Messages and To-Do
• Reorganised, easier-to-scan More screen
• New To-Do: assign tasks, set reminders, repeat tasks and add checklists
• Organisation settings for admins, right in the app
• Links to assets, files and pages in chat now open in the app
• Connect an integration: top banks plus full search
• Biometric lock now protects the app on every launch and return
• Security and privacy improvements