IQ-EQ – Cosmos

We provide an end to end bespoke portfolio monitoring solution to institutional and private wealth investors with a focus on alternative and luxury assets.

IQ-EQ Cosmos combines one of the best in class accounting systems for closed-end funds or private assets (FIS Investran) and open-ended funds or public securities (Paxus) with best in class online visualisation technology. No need for in-house developers, as we have our own development team. We combine our know-how and know you to quickly and effectively respond to your investor requirements. It’s versatile and flexible with the ability to combine various IT systems, data feeds and open source feeds to create a fully bespoke online dashboard for your particular needs and specific portfolio.


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What sets IQ-EQ - Cosmos apart?

"IQ-EQ Cosmos helps you save time, money and resources. A plug and play, scalable and affordable solution to meet your investors’ needs. You can leave it to the experts!"
Hugh Stacey


Get an overview of what this software does.

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


  • MiFID II
  • GDPR
  • FinSA/FinIA


  • Yes

Type Of Software

  • SaaS

Mobile App

  • Yes

Type of data

  • Transaction level


  • Four-eyes principle
  • Automated validations


  • Set multiple base currencies

Cost structure

  • Seat based
  • Custodian use based
  • Transaction use based
  • Data based
  • Feature based
iqeq, family office software, portfolio management software, consolidated reporting software


Consolidated Reporting



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Get in touch with IQ-EQ – Cosmos

Hugh Stacey IQEQ

Hugh Stacey

Key Company Info

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


  • 500+


  • 1896


  • Owned by management


  • Luxembourg


  • United Kingdom
  • Belgium
  • France
  • Hong Kong
  • Japan

Top 5 Markets

  • Hong Kong
  • France
  • Singapore
  • United Kingdom
  • United States of America


  • Single-family offices

Serves also

  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Fund managers
  • Banks

What IQ-EQ - 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

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


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



Bespoke development


Added services

Data entry
Book keeping
Software development

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Simple solutions for complex times.