+
+

Related Products

  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Nexo
    18,780 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • Pensero
    3 Ratings
    Visit Website
  • D&B Connect
    189 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • CoinStats
    101,131 Ratings
    Visit Website
  • CareLineLive
    182 Ratings
    Visit Website
  • Iru
    1,389 Ratings
    Visit Website
  • FusionAuth
    192 Ratings
    Visit Website

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.

About

Canopy is a financial data‑aggregation and analytics platform that consolidates portfolio data from any source, PDFs, Excel/CSV, APIs, SWIFT, custodians, and private banks, across all asset classes (equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, crypto, art, wine, collections, etc.) and all currencies and geographies. It cleans, standardizes, and merges data into segregated PostgreSQL databases, one per client, enabling direct query access via an Excel add‑in or read/write database access and integration with other systems. Transactions are automatically processed to calculate asset allocation, performance, P&L, volatility, VaR, cash flows, risk analytics, and other financial metrics. Users can define unlimited “strategies”, custom groupings of transactions (by asset class, sector, account, security, etc.), and run infinitely configurable calculations via the web interface or Excel add‑in.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Family offices needing a solution to consolidate, analyze, collaborate, and plan across complex multi‑asset and succession scenarios

Audience

Wealth managers and family offices needing a solution to aggregate, analyze, and report on diverse portfolios with custom strategies and high‑end visualizations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

1fs
United Kingdom
www.1fs.co

Company Information

Canopy
Founded: 2013
Singapore
www.canopy.cloud/

Alternatives

Alternatives

Categories

Family Office Supported
Wealth Management Supported

Categories

Family Office Supported
Wealth Management Supported

Integrations

Google Sheets Not Supported
Microsoft Excel Not Supported
Plaid Supported
PostgreSQL Not Supported

Integrations

Google Sheets Supported
Microsoft Excel Supported
Plaid Not Supported
PostgreSQL Supported
Claim 1fs Wealth and update features and information
Claim 1fs Wealth and update features and information
Claim Canopy and update features and information
Claim Canopy and update features and information