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What is SS&C Family Office Services?

SS&C Technologies' Family Office Services offers a powerful cloud-based solution designed to enhance and automate numerous family office operations. This innovative platform integrates multi-currency portfolio management, financial and partnership accounting, tax and transaction assistance, reconciliation, and reporting into a unified system that significantly reduces risk, lowers costs, and minimizes manual labor. It is tailored to handle complex asset classes, intricate ownership structures, sophisticated investment approaches, and regulatory standards, guaranteeing accurate, audit-ready financial statements, performance indicators, and thorough transaction transparency. With the support of a dedicated team of professionals, this service enables comprehensive automation, covering everything from daily data gathering to the month-end closing process, which in turn increases oversight, separates duties effectively, and boosts operational efficiency. The platform's flexibility and scalability make it suitable for both single-family and multi-family offices, and it seamlessly incorporates various leading SS&C technologies, offering a versatile solution for a wide range of family office needs. Moreover, its intuitive interface and accessibility empower families to manage their wealth with unprecedented effectiveness, ultimately fostering more informed decision-making and strategic financial planning. This ensures that families can navigate the complexities of wealth management with confidence and clarity.

What is 1fs Wealth?

1fs Wealth is a cutting-edge wealth intelligence platform that leverages AI technology and cloud infrastructure to assist high-net-worth individuals and family offices in efficiently managing a wide array of assets, including public and private investments, real estate, and digital collectibles, all through a unified interface. The platform prioritizes security with features such as multi-factor authentication, comprehensive role-based access controls, and advanced encryption methods. Users gain access to real-time market valuations, market feeds, specialized risk analysis tools, and metrics for evaluating asset distribution and geographical location. It also supports detailed succession planning, equipping future beneficiaries with necessary asset allocation strategies, documentation, and ownership insights. Enhanced collaboration features allow family members, advisors, and external specialists to work seamlessly together, utilizing thorough analytics, peer comparisons, and information related to carbon and ESG considerations. Furthermore, it includes smooth integrations like API connectivity, account aggregation via Plaid, and hedge fund benchmarks provided by Albourne indices, rendering it an all-encompassing solution for refined wealth management. This holistic strategy not only streamlines asset management but also empowers users to navigate the complexities of the constantly evolving financial environment with confidence. By leveraging these advanced tools and insights, users can effectively enhance their wealth management practices and achieve their financial goals.

Media

Media

Integrations Supported

Black Diamond Wealth Platform
Geneva
Plaid

Integrations Supported

Black Diamond Wealth Platform
Geneva
Plaid

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SS&C Technologies

Date Founded

1986

Company Location

United States

Company Website

www.ssctech.com/industry/hedge-fund/family-office

Company Facts

Organization Name

1fs

Company Location

United Kingdom

Company Website

www.1fs.co

Categories and Features

Categories and Features

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