1fs Wealth1fs 
                        
                        
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            iPM PortalINDATA AI 
                        
                        
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            About
            1fs Wealth is an AI‑driven, cloud-native wealth intelligence platform that lets high‑net‑worth individuals and family offices consolidate all assets, including public and private investments, real estate, collectibles, and digital assets, into a single view. It offers secure access with multi‑factor authentication, granular role-based permissions, and enterprise-grade encryption. It provides real-time valuations and market feeds, proprietary risk decomposition tools, concentration metrics, and geolocation tracking. It supports comprehensive succession planning by allocating assets, documents, and ownership guidance to next‑gen beneficiaries. Advanced collaboration features allow advisors, family members, and external professionals to work jointly, with drill-down analytics, peer benchmarking, carbon and ESG insights. Integrations include API connectivity, Plaid-based account aggregation, and hedge‑fund benchmarking via Albourne indices.
             
            
        
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            About
            iPM Portal integrates portfolio management software as well as CRM functions, providing users with a holistic view of portfolio information including performing analytics and contact information for portfolios, accounts, and composites. Our wealth management reporting software portal also includes external client access features that provide a cutting-edge digital experience for the end client. Wealth management software with customizable dashboards for individual, customized, or aggregate-level accounts. Portfolio management and investment reporting software. Portfolio onboarding features and software for investment management. Performance analytics and portfolio data for accounts including rates-of-returns, holdings, transactions, etc. (investment manager software). The client portal provides a secure and insightful window for clients to view their account information. Provides a web-based, external access view of account information, reporting, transactions, and documents.
             
            
        
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        Platforms Supported
            
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        Platforms Supported
            
                Windows
            
            
         
        
    
        
        
            
                Mac
            
            
         
        
    
        
        
            
                Linux
            
            
         
        
    
        
        
            
                Cloud
            
            
         
        
    
        
        
            
                On-Premises
            
            
         
        
    
        
        
            
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        Audience
        Family offices needing a solution to consolidate, analyze, collaborate, and plan across complex multi‑asset and succession scenarios
         
        
    
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        Audience
        Investment professionals seeking a solution to manage performance analytics, contact information for portfolios, accounts and composites
         
        
    
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        Support
            
                Phone Support
            
            
         
        
    
        
        
            
                24/7 Live Support
            
            
         
        
    
        
        
            
                Online
            
            
         
        
    
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        Support
            
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                24/7 Live Support
            
            
         
        
    
        
        
            
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        API
            
                Offers API
            
            
         
        
    
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        API
            
                Offers API
            
            
         
        
    
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        Pricing
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        Pricing
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        Training
            
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        Company Information1fs 
    
    United Kingdom 
    www.1fs.co 
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        Company InformationINDATA AI 
    
    United Kingdom 
    www.indataipm.com/portfolio-management-software/ 
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