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New Face of Digital Wealth

Traditions Defines, Intelligence Refines

December 6, 2023

The new measure of wealth is time but one thing we understand is peace of mind makes the time you spend even better, The digital blockchain revolution has made a huge impact disrupting many long standing industries. We have discovered a cloud based solution that may be the game changer the asset management world has been waiting for.

Imagine being able to view your equities with automatic price updates, all of your cash balances across all bank accounts, monitor your real estate projects and approve stage payments for construction work, all of your art and other collectibles and instantly access any document or photograph. Now layer upon this, the ability to receive automatic alerts about insurance policies lapsing in a timely fashion, being able to allocate assets to family members in conjunction with your will and trust documents (also held on the platform), being able to assess the sustainability score for your portfolio, being able to determine future cash liabilities and tax liabilities including inheritance tax. For wealth owners, this is the dream.

 

TRADITIONS DEFINE, INTELLIGENCE REFINES

A typical wealth owner with a professional management setup owns on average 5,000 assets, across 30 asset classes over 15 locations globally. These assets are hard to manage, and onerous to track. Portfolios are highly diversified and assets globally distributed.

Monitoring illiquid investments including holiday homes, yachts, wine and artwork is particularly challenging. It can be difficult to assess risk. It is impossible to have an accurate view of valuation and risk without continuous live evaluation of relevant data.

The truth is, portfolios are becoming increasingly diversified and assets globally distributed, monitoring illiquid investments such as holiday homes, yachts, wine and artwork is becoming particularly challenging and without continuous live evaluation of relevant data, it is near impossible to have an accurate view of valuation and risk.

HOLE IN ONE

For an all-in-one collaborative analysis of your data, that arms you with the right information, provides you with full access to your complete portfolio and assists you in making informed decisions, the 1fs Digital Wealth Intelligence platform offers an intelligent solution.

The traditions of asset management and wealth preservation date back hundreds of years, so one could be justified in asking “why change the habits of a lifetime?” It’s simple, ask yourself whether Gen Z are ready to take over the family office?

If the prospect of this has you feeling somewhat anxious or secretly tapping your fingers on your battle-hardened office desk, then the 1fs Digital Wealth Intelligence platform is one you cannot afford to ignore.

99 PROBLEMS

In a financial market riddled with uncertainty, change, bulls and bears, you may have 99 problems but with 1fs Wealth, asset management need not be one.

Written By Uyai Akpan for Bluxe Century for more information email: info@bluxecentury.com