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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
openthebox serves as a robust data platform that offers in-depth information on more than 3 million companies in Belgium, consolidating financial details, management hierarchies, employee counts, VAT identifiers, and the latest public news into a user-friendly dashboard. Tailored for experts in banking, private equity, and mergers and acquisitions, the platform provides immediate access to publicly available company data that aids in client prospecting, identifying acquisition opportunities, benchmarking against competitors, and performing preliminary valuations. By ensuring compliance with GDPR regulations and aggregating B2B data from various reliable sources, openthebox removes the necessity to consult individual registries like NBB, KBO, or Belgisch Staatsblad, allowing users to efficiently research companies, analyze networks, and glean actionable business insights. The platform boasts features such as visual data representations, interfaces designed for seamless workflows, daily updated company records, and customizable sector filters, all aimed at enhancing decision-making processes and speeding up the time to valuable insights. In addition, users can take advantage of advanced analytics tools that further refine their understanding of market dynamics and corporate performance.
API Access
Has API
API Access
Has API
Integrations
Plaid
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
1fs
Country
United Kingdom
Website
www.1fs.co
Vendor Details
Company Name
openthebox
Country
Belgium
Website
openthebox.com