Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
1fs Wealth is a sophisticated wealth intelligence platform powered by AI and built on the cloud, designed for high-net-worth individuals and family offices to streamline the management of their diverse assets, from public and private investments to real estate and digital collectibles, all in one cohesive interface. It ensures robust security with features like multi-factor authentication, detailed role-based access controls, and state-of-the-art encryption. Users benefit from real-time market valuations, access to market feeds, unique risk analysis tools, and metrics for assessing asset concentration and geolocation. The platform also facilitates thorough succession planning, providing next-generation beneficiaries with the necessary asset allocation, documentation, and ownership guidance. Enhanced collaboration tools enable family members, advisors, and external experts to work together effectively, leveraging in-depth analytics, peer comparisons, and insights related to carbon and ESG factors. Additionally, it offers seamless integrations such as API connectivity, account aggregation through Plaid, and hedge-fund benchmarking using Albourne indices, making it a comprehensive solution for sophisticated wealth management. This multifaceted approach not only simplifies asset oversight but also empowers users to make informed decisions in an ever-changing financial landscape.
Description
Subscribe to the most powerful platform available for NGO Monitoring and Evaluation, Operational Management and Data collection. Manage and centralize databases of beneficiaries to avoid data clutter. Manage data on programs and services, and link them to beneficiaries. This eliminates fragmentation of programs. By providing mobile apps for data collection, you can improve the efficiency of field operations. Access to customized dashboards allows for data analysis, detecting patterns and trends and improving decision-making. Automate reporting and share it with different stakeholders in real-time. Tahaki pro allows you to manage your beneficiary and household databases with dynamic tools and a structure that is easy-to-use. Designing advanced database structures for beneficiaries using simple tools. Create unique identifier for beneficiaries.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Plaid
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
$167 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
1fs
Country
United Kingdom
Website
www.1fs.co
Vendor Details
Company Name
Tahaki Pro
Founded
2001
Country
Lebanon
Website
tahakipro.com
Product Features
Product Features
Nonprofit
Accounting
No
Committee Management
Yes
Donor Management
No
Dues Management
No
Event Management
Yes
Fundraising Management
No
Member Database
Yes
Membership Management
Yes
Social Media Management
No
Volunteer Management
Yes