1fs Wealth vs iNetWorthPreview

1fs Wealth brings every dimension of complex personal and family office wealth into one clear, secure view. Track holdings across 27 asset classes, consolidate multi-currency positions in real time, monitor bank, accounting, and custodian feeds, store critical documents, and collaborate privately with your advisors. 27 ASSET CLASSES IN ONE REGISTER Manage liquid, private, and passion assets side by side: residences, investment property, equities, ETFs, sovereign and corporate bonds, private equity, venture capital, currency accounts, commodities, fine art, watches and jewellery, classic cars, yachts, aircraft, wine, whisky, pensions, loans, heritage, and philanthropy. Every asset class carries dedicated fields, ownership shares, charity and discretionary beneficiary links, valuation histories, and cashflow schedules. CONSOLIDATED MULTI-CURRENCY DASHBOARD & PERIOD P&L See your true net value, cost basis, consolidated debt, gain/loss, cash-on-cash return, risk score, and ESG rating in your chosen base currency. Saved date-range filters label exact reporting bounds and compute period performance over external flows, alongside interactive allocation rings, ownership-scaled net-worth timelines, and geographic exposure breakdowns. INSTITUTIONAL BOND & PRIVATE MARKET ANALYTICS Track fixed-income positions with ISIN-prefilled terms and day-count basis, percentage-of-par quotes, nominal-weighted book and market yields, accrued interest, and realised/unrealised P&L. Measure private equity and venture commitments with NAV valuations, cumulative capital calls, and standardised MOIC, DPI, RVPI, and TVPI multiples. PHILANTHROPY & GLOBAL WEALTH MAP Record charitable giving with Philanthropy kinds, giving-ratio summaries, and net-value disclosure, and visualise worldwide real estate and physical holdings on an interactive map with location clustering. OPEN BANKING, ACCOUNTING & CUSTODIAN FEEDS Connect Plaid, TrueLayer, Yapily Open Banking, and QuickBooks alongside private-bank custodian feeds and reviewed statement imports. Monitor live connection health, trigger Sync Now, and reconfirm open-banking consent before expiry. SECURE FILE VAULT, SHAREPOINT & REVIEW PACKS Keep deeds, trust instruments, capital calls, valuations, advisor Family Review Packs, and tax packs organised in nested and private folders — with guided SharePoint folder mirroring, direct encrypted uploads, and instant preview. REAL-TIME MESSAGING & GOVERNANCE Switch effortlessly between personal portfolios, trusts, SPVs, and family offices. Collaborate in direct, group, and asset-linked channels with @mentions, asset references, reactions, and Quiet Hours, backed by preset member permission profiles and full audit trails. ADAPTIVE IPHONE DUO, IPAD, WIDGETS & APPLE WATCH Designed natively for iPhone, iPhone Duo (folded cover and unfolded inner display), and iPad with multi-column dashboards and proportional master-detail split views, plus Home Screen widgets and Apple Watch support. BUILT FOR SERIOUS SECURITY Protect every session with Face ID, Touch ID, passkeys, and authenticator-app (TOTP) or SMS two-step verification, backed by strict per-organisation tenant isolation. SUBSCRIPTIONS 1fs Wealth offers auto-renewing subscriptions managed through your Apple ID. Payment is charged at confirmation of purchase and renews automatically unless cancelled at least 24 hours before the end of the current billing period in your device's Account Settings. Terms and Conditions: https://www.1fs.co/terms Privacy Policy: https://www.1fs.co/privacy Support: https://www.1fs.co

iNetWorth helps you to keep track your financial assets, liabilities, income, expenses and net worth by storing and processing the financial transactions that you make (and enter). This Preview Version has all the functionality of iNetWorth except for the ability to archive transactions. However, it is limited to a maximum of 100 transactions. Once the limit of 100 transactions is reached, no more transactions can be entered. Please note, however, that all of the transactions saved to file by iNetWorth Preview remain available to iNetWorth; simply upgrade to the Full Version, navigate to the file saved by iNetWorth Preview and open it. With iNetWorth Preview you can readily and easily: - Reconcile your bank and credit card statements; - Monitor your income and expenditure; - Maintain constant awareness of your personal financial circumstances and status; - Visualise where your money is, where it comes from and where it goes to; - Detect unauthorised / unintended withdrawals; - Generate bespoke transaction reports. iNetWorth Preview supports: - Split transactions (when multiple expense categories apply to a single payment); - Scheduled transactions (which are processed automatically); - Manual backup and restore; - Import of transactions exported from online banking websites as CSV files; - Export of transaction reports and balance sheets as CSV files; - Multiple sets of accounts; - Sharing Data Files between multiple networked devices; - Multiple currency symbols. iNetWorth Preview displays your transactions in a series of views (as selected by you): - Accounts View (list, edit and manage transactions by account, manage accounts); - Payees View (list, edit and manage transactions by payee, manage payees); - Schedule View (list, edit and manage scheduled transactions and see future Net Worth and balances); - Balances View (instantly see all of your account balances, visualise asset and expense distributions); - More View (select currency, generate and export bespoke reports, backup and restore transaction files). iNetWorth Preview is designed to be intuitive but it comes with a built-in link to a web-based Apple Helpbook/User Guide so help is never far away. Please see the developer's website for more details.