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.
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
Product
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
Compliance
- MiFID II
- GDPR
- FinSA/FinIA
- AIFMD
- UCITS
Whitelabel
- Yes
Type Of Software
- SaaS
Mobile App
- Yes
Type of data
- Transaction level
Accuracy
- Four-eyes principle
- Automated validations
Multi-currency
- Set multiple base currencies
Cost structure
- Seat based
- Custodian use based
- Transaction use based
- Data based
- Feature based
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
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
Focus
- 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
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
Wondering how IQ-EQ – Cosmos compares to other companies?
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