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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
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
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
