1fs Wealth's revolutionary platform allows you to manage 30+ asset classes with cutting-edge AI technology and seamless bank integrations, tailored to your family's wealth management needs. Take control of your assets and make your world simple and efforteless.
Wealthy families face increasing complexity managing diverse portfolios across multiple institutions. Information remains scattered and incomplete, creating risks of loss, family disagreements, and inefficient decision-making. Our AI-enhanced platform solves this by providing complete visibility and intelligent insights.
Comprehensive Asset Management
Manage ALL your family's assets in one secure platform, accessible worldwide on any device. From family business ownership to art, private equity to jewelry - everything is organized and instantly accessible.
AI-Powered Intelligence
• Advanced AI analytics provide predictive insights and performance recommendations
• Intelligent document processing automates data entry and organization
• AI assistant delivers instant answers to your financial questions
• Smart portfolio optimization suggestions based on your risk profile
Seamless Banking Integration
• Direct connectivity with major UK banks through secure Plaid integration
• Automatic transaction categorization and real-time synchronization
• Consolidated view of all accounts and holdings
• One-tap access to your banking applications
Enhanced Apple Watch Experience
Monitor your wealth on-the-go with our redesigned watchOS app featuring real-time portfolio updates, clear profit/loss displays, and instant access to key metrics.
Advanced Features
• Organize: AI-enhanced document storage with intelligent categorization
• Analyze: Predictive analytics with multi-currency support and risk assessment
• Report: Advanced drill-down functionality with AI-generated insights
• Notifications: Customized alerts with intelligent monitoring
Family Wealth Collaboration
Easily identify individual family member ownership, enabling informed investment decisions while avoiding conflicts. Granular access controls ensure appropriate data visibility for different user types.
Enterprise-Grade Security
Bank-level encryption, biometric authentication, and on-device AI processing ensure your sensitive financial data remains completely secure and private.
Transform complexity into clarity. Give your family the peace of mind that comes from complete financial visibility and AI-powered intelligence.
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Improving stability and performance of the application
Version 7.1.0
The developer, 1fs Wealth Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Usage Data
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
1fs Wealth Limited
Size
44.5 MB
Category
Finance
Compatibility
Requires iOS 17.0 or later.
iPhone Requires iOS 17.0 or later.
iPad Requires iPadOS 17.0 or later.
Mac Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
