IQ-EQ

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 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. We provide a solution as a service, not just software as a service.

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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

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