Digital Wealth Intelligence

We help family offices and high net worth individuals to make smart and timely business decisions through the efficient use of data and innovative technology.

Family Offices

High Net Worth
Individuals

Private Banks

Wealth Managers

Get in touch

Our Digital Wealth Intelligence Platform

We help family offices make smart and timely business decisions through efficient use of data and innovative technology.

Manage

Manage all assets in a secure and easy to use digital platform.

Analyse

Analyse efficiency using predictive analytics tools and services.

Research

Research opportunities and get insights about assets based on real-time data.

Grow

Grow wealth and monitor key aspects of your risk management strategy.

FirstWealth Platform

We help family offices make smart and timely business decisions through efficient use of data and innovative technology

Comprehensive analytics suite of tools to provide a holistic view of assets.

Geolocation integration and market feeds for real-time updates on wealth.

Drill down into particulars of assets and store all related information using an intuitive interface.

Proprietary metrics to decompose concentration risk.

All-in-one

Secure and safe

Single birds-eye view on all assets and their values with advanced drilldown capabilities on SPVs and trusts.

Private and secure

Always

Data stored in a secure vault, in a private cloud and with military grade encryption.

AI/ML Driven

Best-in-class

Smart and powerful tools and models allowing users to manage their holdings.

Virtual Data Room

Integrated

Central online repository of information with secure access to documents for authorized users through a dedicated online platform.

FirstWealth Security

System Security

Best in class cloud security and access management for data storage

Data is encrypted on all levels

Follows best practices in security from top to bottom

Each system component is protected

Access Management

Functional and data permissions

Data access can be restricted to selected users

Protected by secure certificate and multiple trust checks

Authentication

Enterprise grade secure data transmission

Email-password authentication

Multi-factor authentication

Separate secure token for each client

FirstWealth Apps