1fs Wealth vs. AssetMark Comparison Chart

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

Nexo is a premier digital assets wealth platform designed to empower clients to grow, manage, and preserve their crypto holdings. Our mission is to lead the next generation of wealth creation by focusing on customer success and delivering tailored solutions that build enduring value, supported by 24/7 client care. Since 2018, Nexo has provided unmatched opportunities to forward-thinking clients in over 200 jurisdictions. With over $7 billion in AUM and $320 billion processed, we bring lasting value to millions worldwide. Our all-in-one platform combines advanced technology with a client-first approach, offering high-yield flexible and fixed-term savings, crypto-backed loans, sophisticated trading tools, and liquidity solutions, including the first crypto debit/credit card. Built on deep industry expertise, a sustainable business model, robust infrastructure, stringent security, and global licensing, Nexo champions innovation and long-lasting prosperity.

CompUp is a complete compensation management platform that helps rewards teams benchmark, plan, and communicate compensation for fair pay. By consolidating all compensation data and benchmarks, it provides valuable insights, enabling seamless appraisal simulations and end-to-end executive appraisals. Key Product Modules: Survey Management: Centralized management of compensation surveys. Bands: Securely create and share compensation bands by function, family, and level. Simulation: Run budget simulations to determine employee-level increments. Appraisal Cycles: Streamline multi-level budget approvals across business units. People Analytics: Customizable dashboards for data-driven compensation insights. Total Rewards Portal: Communicate compensation package value to employees. Pay Equity Management: Address and ensure pay equity compliance.

Realize the true potential of your first-party data. D&B Connect is a customizable, self-service master data management solution built to scale. Eliminate data silos across the organization and bring all your data together using the D&B Connect family of products. Benchmark, cleanse, and enrich your data using our database of hundreds of millions of records. The result is an interconnected, single source of truth that empowers your teams to make more confident business decisions. Drive growth and reduce risk with data you can trust. With a clean, complete data foundation, your sales and marketing teams can align territories with a full view of account relationships. Reduce internal conflict and confusion over incomplete or bad data. Strengthen segmentation and targeting. Increase personalization and the quality/quantity of marketing-sourced leads. Improve accuracy of reporting and ROI analysis.

CoinStats is the leading crypto portfolio management tool trusted by over 1 million active users worldwide. With CoinStats, users can easily track their crypto, DeFi, and NFT assets in real-time by connecting more than 300 wallets and exchanges. The CoinStats DeFi wallet also allows users to securely store, buy, and swap cryptocurrencies, making it a one-stop-shop for all your crypto needs. With more than $100m worth of assets already managed through the app, CoinStats is committed to empowering people to effectively manage their crypto portfolios through an easy-to-use platform. Getting started with CoinStats is quick and easy, and the platform is completely free and secure. Start managing your crypto assets like a pro and join the millions of satisfied CoinStats users today. CoinStats also provides an all-in-one crypto API.

SBS Asset Finance is a cloud-native, modular platform built for banks, captives, and specialist lenders managing asset-based finance. It supports the full financing lifecycle, from digital onboarding and credit decisioning to loan servicing, portfolio management, risk control, and digital audit. SBS Asset Finance can be deployed end-to-end or module by module, making it easy to modernize legacy systems without a full replacement. The platform automates core processes, improves data visibility in real time, and integrates seamlessly with existing ecosystems through open APIs. Designed for scale and operational control, SBS Asset Finance helps lenders reduce processing costs, manage risk consistently across portfolios, and adapt quickly to new asset classes, markets, and regulatory requirements. Delivered as a SaaS solution with an evergreen upgrade model, it ensures predictable costs, minimal maintenance, and long-term scalability.

CareLineLive is an all-in-one, cloud-based homecare management platform trusted by over 700 home care agencies & domiciliary care providers across the UK & Australia. The platform covers rostering, scheduling, care planning, care monitoring (ECM), eMAR, payroll, invoicing & the Care Circle portal for friends & family. Subscription includes CQC & CIW compliance tool MOA Benchmarking to deliver a solution combining both homecare management & compliance. Customers find the comprehensive functionality easy to use because of the intuitive user interface and enjoy excellent day-to-day support which is recognised by CareLineLive’s high rating on Trustpilot. CareLineLive is an NHS England Assured Supplier for Digital Social Care Records (DSCR). Founded in 2014, CareLineLive is led by Managing Director Josh Hough and is headquartered in West Sussex with offices in London & Melbourne. CareLineLive is part of MAS Technicae Group and received majority investment from Accel-KKR in June 2025.

Iru (formerly Kandji) is an all-in-one, AI-powered security and compliance platform designed to simplify IT management and strengthen enterprise protection. Built on the Iru Context Model, it unifies identity, endpoint, and compliance into a single intelligent system that understands users, devices, and applications in context. With passwordless workforce identity, advanced endpoint detection, and automated compliance, Iru delivers both security and efficiency without the complexity of multiple tools. Its integrated approach enables IT teams to secure access, prevent threats, and maintain continuous audit readiness—all from one intuitive platform. Trusted by over 5,000 companies including Plaid, Notion, Airbus, and Vercel, Iru transforms how modern businesses manage digital trust. The result is reduced IT workload, improved employee experience, and enterprise-grade protection built for the AI era.

FusionAuth is a modern, developer-focused identity and access management platform built to give you full control over your authentication stack. Whether you’re building a startup app or managing enterprise-scale infrastructure, FusionAuth delivers all the must-have features — from login and SSO to advanced protocols like OAuth2, OIDC, SAML, and WebAuthn — in a self-hostable or cloud-native package. Designed with developers in mind, FusionAuth integrates seamlessly with any language, framework, or architecture. Every capability is API-first and built for extensibility, so you can tailor authentication workflows without getting locked into rigid, inflexible systems. FusionAuth supports all the key use cases — user registration, multi-factor authentication (MFA), passwordless login, role-based access control, and more — while helping you stay compliant with GDPR, HIPAA, PCI, and other regulatory standards.

Kinderpedia is the AI-powered school management software & student information system for K-12 schools, preschools and nurseries. Trusted by 2,000+ schools in 40+ countries, it helps institutions simplify operations, reduce teachers’ admin burden, strengthen family engagement and improve financial visibility. At the heart of Kinderpedia is a clear mission: bringing schools and families closer together. Research consistently shows that family engagement is one of the strongest predictors of student success and wellbeing. Kinderpedia helps schools turn communication into meaningful partnership by making learning more visible, accessible, and easier to support at home. Kinderpedia brings together student records, attendance, timetables, gradebook, assignments, progress tracking, daily reports, communication, admissions, tuition management, invoicing, payments and reporting. Teachers manage classroom activity, track progress, share feedback and communicate through one intuitive web