IQ-EQ

As an asset owner or limited partner (LP), we understand your back-office and portfolio monitoring needs differ from those of a fund manager. That’s why we are committed to providing you with an array of tailored investment-focused support services. Our team of experts supported by leading software, will provide transparent investment accounting and consolidated portfolio reporting, leveraging the latest technology, so you can easily monitor and assess the performance of your entire portfolio.

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What sets IQ EQ apart?

"We pride ourselves on offering a partnership approach, allowing you to choose the level of service you want from us. Acting as an extension of your back office, we can free up your time and resources."
Hugh Stacey

Product

Get an overview of what IQ-EQ does.

Main Tasks

  • Consolidated Reporting
  • Data Aggregation
  • Portfolio & Cost Analysis
  • Developers
  • Data
  • Compliance
  • Investing Technology
  • Real Estate

Top features

  • Mobile App
  • Custom Reports
  • Full Multi-Currency Support
  • Custom Development Service
  • Ability to Whitelabel

Assets supported

  • Art & Collectables
  • Alternatives
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents
  • Commercial
  • Commodities
  • Rating Agency
  • Impact Funds & Deal Platform
  • Developed Markets
  • Developing Markets
  • Direct Private Equity
  • Fixed Income
  • Foreign Exchange
  • Equities
  • Hedge Funds
  • Gold & Precious Metals
  • Infrastructure
  • Insurance
  • Lifestyle Assets & Rare Collectibles
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments
  • Private Equity Funds
  • Real Estate,
  • REITS
  • Warehousing & Industrial
  • Venture Capital
  • Residential

Whitelabel

  • Yes

Type Of Software

  • Serviced software

Integrations

  • IQ-EQ Navigator
  • IQ-EQ gVUE
  • IQ-EQ Compass
  • IQ-EQ Connect
  • Max Comply
  • Yardi
  • ALLVUE
  • Diligend
  • Enfusion
  • Box
  • Snowflake
  • Novata
  • Power BI
  • Freyda
  • FIS Capital Suite
  • Trident Connect
  • Tableau

Mobile App

  • Yes

Type of data

  • Transaction level

Accuracy

  • IQ-EQ enriches the data from custodians while also utilising Bloomberg and other vendors.

Custodians

  • 40

Time to new custodian

  • IQ-EQ has partnered with leading specialist software providers. It typically takes 2-4 weeks for IQ-EQ to connect to new custodians once authorisation is obtained.

Multi-currency

  • Based on transaction data, Users can set multiple base currencies

Rates

  • One-off implementation fee
  • Ongoing client services are included in the annual cost

Cost structure

  • Data-based (per data feed integrated)
  • Feature-based
  • Transaction use based (per transaction)
  • Custodian use-based (per connected custodian)
  • Seat-based (per named user)
  • Flat fee
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Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 5000+

Founded

  • 1896

Locations

  • Amsterdam
  • Belfast
  • Bermuda
  • British Virgin Islands
  • Brussels
  • Cape Town
  • Cayman Islands
  • Cebu City
  • Curacao
  • Dallas, Texas
  • Dubai
  • Dublin
  • Geneva
  • GIFT City
  • Guernsey
  • Hyderabad
  • Isle of Man
  • Jersey
  • London
  • Luxembourg
  • Miami
  • Mumbai
  • Newcastle
  • New York
  • Nicosia
  • Paris
  • Pasig City
  • Port Louis
  • Shanghai
  • Sheung Wan
  • Singapore
  • Tokyo

Top 5 Markets

  • United Kingdom
  • United States of America
  • Singapore
  • Luxembourg
  • United Arab Emirates

Ownership

  • Key staff also have ownership
  • Owned by a larger corporation

Focus

  • Single-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs)
  • Fund managers
  • Banks
  • Pensions
  • Endowments
  • Foundations
  • Funds of funds

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Media

Discover the latest demos, videos, and documents to stay informed on everything IQ-EQ.

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IQ-EQ Cosmos

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IQ-EQ Cosmos

IQ-EQ Reviews

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Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone
Dedicated contact
In person on site support
Other

Pricing of support

Based on SLA
Free support

Onboarding

6-12 weeks on average for single family office clients

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