IQEQ - Family Office Software Providers

Key Company Info

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

Company

Facts about the company

Employees

500+

Founded

1896

Ownership

Owned by management

Incorporated

Luxembourg

Locations

United Kingdom
Belgium
France
Hong Kong
Japan

Top 5 Markets

Hong Kong
France
Singapore
United Kingdom
United States of America

Clients

Facts about the clients

Focus

Single-Family Offices

Serves also

Individual Wealth Owners
Multi-Family Offices
Financial advisors
Fund managers
Banks

References

Request References

What IQEQ - Cosmos`s clients say

“IQ-EQ provides excellent client service, technical expertise and are a pleasure to deal with. IQ-EQ’s client on-boarding team also supported us throughout the on-boarding process in a planned and structured manner, making it manageable to switch providers.”

Director of Investments, US Single family office

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Product

Get an overview of what this software does.

The basics

Basics about the product

Main tasks

Accounting
Consolidated Reporting
Compliance
Portfolio Management
Data Aggregation
Impact/ESG Reporting

Top features

Enhance transparency
Reduce operational risk
One-stop-shop for investors
Leverage state of the art technology, along with full systems support
A fully customized solution around your specific requirements
Provides real time data online from a single point of truth

Assets supported

Bankable assets
Private equity
Real estate
Rare collectibles

Compliance

MiFID II
GDPR
FinSA/FinIA
AIFMD
UCITS

Whitelabel

Yes

Technology

Look under the hood

Type Of Software

SaaS

Mobile App

Yes

Reporting-specific features

They handle reporting like this

Type of data

Transaction level

Accuracy

Four-eyes principle
Automated validations

Multi-currency

Set multiple base currencies

Pricing & Co

Learn about the commercials

Cost structure

Seat based
Custodian use based
Transaction use based
Data based
Feature based

Support & Services

Learn what support and services you can expect

Support options

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

Pricing of support

Based on SLA

Onboarding

4 – 8 weeks dependent on a number of factors such as data integrity and client availability

Customisation

Yes

Bespoke development

Yes

Added services

Data entry, Book keeping, Software development

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IQEQ – Cosmos

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